+28.4%
KKR vs ALK
-29.1%
+57.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +7.1% | -5.4% | -1.5% |
| 7D | +0.1% | +8.9% | -8.8% | -3.8% |
| 30D | +7.9% | +5.9% | +1.9% | +4.7% |
| 3M | -4.4% | -16.5% | +12.1% | +2.8% |
| 6M | -4.0% | +2.1% | -6.1% | -7.2% |
| YTD | -22.6% | -17.1% | -5.5% | -19.5% |
| 1Y | -18.6% | -2.9% | -15.7% | -22.0% |
| 3Y | +60.6% | +24.5% | +36.2% | +21.5% |
| 5Y | +28.4% | -29.1% | +57.5% | +28.6% |
| All | +28.4% | -29.1% | +57.5% | +28.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling