+728.2%
KKR vs ALK
-39.2%
+767.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.6% | -1.2% |
| 7D | -2.2% | -3.0% | +0.8% | -1.1% |
| 30D | +0.3% | -14.6% | +14.9% | +6.5% |
| 3M | +8.8% | -10.6% | +19.4% | +12.4% |
| 6M | +14.9% | -6.7% | +21.6% | +14.9% |
| YTD | -17.9% | -19.8% | +1.9% | -13.5% |
| 1Y | -23.7% | -35.2% | +11.5% | -12.8% |
| 3Y | +69.1% | +1.4% | +67.7% | +53.9% |
| 5Y | +72.6% | -30.7% | +103.2% | +79.2% |
| 10Y | +728.2% | -37.4% | +765.6% | +637.3% |
| All | +728.2% | -39.2% | +767.5% | +637.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling