+132.9%
KKR vs ALHC
-28.9%
+161.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -0.9% | -0.6% | -0.3% | -0.8% |
| 30D | +2.2% | -1.0% | +3.2% | +2.1% |
| 3M | +13.1% | -10.2% | +23.2% | +12.9% |
| 6M | +15.3% | -28.3% | +43.5% | +17.4% |
| YTD | -15.0% | -31.4% | +16.4% | -13.1% |
| 1Y | -21.0% | -16.9% | -4.1% | -21.0% |
| 3Y | +76.7% | +135.5% | -58.8% | +46.2% |
| 5Y | +74.3% | -33.6% | +108.0% | +60.4% |
| All | +132.9% | -28.9% | +161.8% | +110.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling