+68.0%
KKR vs ALC
-16.2%
+84.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.0% |
| 7D | -2.2% | -5.3% | +3.1% | +0.7% |
| 30D | +0.3% | -7.1% | +7.3% | +4.4% |
| 3M | +8.8% | +0.8% | +8.0% | +8.1% |
| 6M | +14.9% | -16.0% | +30.9% | +25.6% |
| YTD | -17.9% | -12.7% | -5.1% | -12.4% |
| 1Y | -23.7% | -12.8% | -10.9% | -18.7% |
| All | +68.0% | -16.2% | +84.2% | +95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ALC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling