+728.2%
KKR vs ALLE
+146.0%
+582.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.2% | +0.3% |
| 7D | -2.2% | -2.2% | 0.0% | -0.8% |
| 30D | +0.3% | -8.3% | +8.6% | +6.2% |
| 3M | +8.8% | +16.3% | -7.4% | -2.4% |
| 6M | +14.9% | +1.8% | +13.1% | +11.8% |
| YTD | -17.9% | -3.9% | -13.9% | -17.8% |
| 1Y | -23.7% | -10.0% | -13.7% | -20.0% |
| 3Y | +69.1% | +45.8% | +23.2% | +25.3% |
| 5Y | +72.6% | +13.3% | +59.3% | +49.1% |
| 10Y | +728.2% | +155.3% | +573.0% | +353.2% |
| All | +728.2% | +146.0% | +582.3% | +353.2% |
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