+693.3%
KKR vs ALK
-40.7%
+734.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.0% |
| 7D | +5.1% | +12.9% | -7.9% | 0.0% |
| 30D | +10.9% | +5.5% | +5.3% | +8.2% |
| 3M | -2.9% | -12.1% | +9.2% | +1.7% |
| 6M | -1.2% | +1.7% | -3.0% | -3.8% |
| YTD | -20.4% | -17.4% | -3.0% | -17.5% |
| 1Y | -15.4% | -1.9% | -13.5% | -18.4% |
| 3Y | +61.9% | +21.2% | +40.7% | +36.5% |
| 5Y | +38.3% | -27.8% | +66.1% | +41.5% |
| All | +693.3% | -40.7% | +734.0% | +601.1% |
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