+651.4%
KKR vs ALLE
+211.7%
+439.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.2% |
| 7D | +1.6% | +3.6% | -1.9% | -0.7% |
| 30D | +14.5% | +25.9% | -11.3% | -1.7% |
| 3M | -15.0% | +15.8% | -30.7% | -23.0% |
| 6M | +1.0% | +48.1% | -47.1% | -23.1% |
| YTD | -22.6% | +22.0% | -44.6% | -34.0% |
| 1Y | -18.2% | +18.0% | -36.2% | -28.7% |
| 3Y | +56.4% | +93.1% | -36.7% | -4.4% |
| 5Y | +29.6% | +52.1% | -22.5% | -7.8% |
| All | +651.4% | +211.7% | +439.8% | +252.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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