+71.7%
KKR vs ALHC
+141.7%
-69.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.8% |
| 7D | -0.6% | -1.0% | +0.3% | -0.6% |
| 30D | +3.0% | -6.3% | +9.4% | +3.3% |
| 3M | +13.6% | -12.3% | +26.0% | +13.7% |
| 6M | +16.2% | -27.0% | +43.2% | +17.1% |
| YTD | -16.6% | -31.8% | +15.3% | -15.7% |
| 1Y | -23.2% | -17.0% | -6.2% | -22.9% |
| 3Y | +71.7% | +159.8% | -88.1% | +61.0% |
| All | +71.7% | +141.7% | -69.9% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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