+71.7%
KKR vs ALLE
+49.7%
+22.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.5% |
| 7D | -0.6% | +2.8% | -3.4% | -2.1% |
| 30D | +3.0% | -7.6% | +10.7% | +7.6% |
| 3M | +13.6% | +22.8% | -9.1% | +0.8% |
| 6M | +16.2% | +4.6% | +11.6% | +12.7% |
| YTD | -16.6% | -1.2% | -15.4% | -17.4% |
| 1Y | -23.2% | -9.1% | -14.1% | -19.4% |
| 3Y | +71.7% | +50.0% | +21.7% | +23.1% |
| All | +71.7% | +49.7% | +22.0% | +23.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling