+72.6%
KKR vs ALC
-17.4%
+90.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -0.9% |
| 7D | -2.2% | -5.3% | +3.1% | +1.4% |
| 30D | +0.3% | -7.1% | +7.3% | +5.3% |
| 3M | +8.8% | +0.8% | +8.0% | +7.8% |
| 6M | +14.9% | -16.0% | +30.9% | +27.6% |
| YTD | -17.9% | -12.7% | -5.1% | -11.4% |
| 1Y | -23.7% | -12.8% | -10.9% | -17.9% |
| 3Y | +69.1% | -15.8% | +84.9% | +80.8% |
| 5Y | +72.6% | -16.7% | +89.2% | +84.8% |
| All | +72.6% | -17.4% | +90.0% | +84.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling