+409.9%
KKR vs ALC
+24.0%
+385.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.3% | -0.4% |
| 7D | -0.9% | -2.1% | +1.2% | +0.5% |
| 30D | +2.2% | -0.1% | +2.3% | +2.2% |
| 3M | +13.1% | +5.9% | +7.2% | +8.5% |
| 6M | +15.3% | -15.9% | +31.2% | +27.5% |
| YTD | -15.0% | -10.1% | -4.9% | -10.2% |
| 1Y | -21.0% | -10.2% | -10.8% | -16.8% |
| 3Y | +76.7% | -13.6% | +90.3% | +86.3% |
| 5Y | +74.3% | -15.1% | +89.5% | +83.4% |
| All | +409.9% | +24.0% | +385.9% | +279.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling