+530.5%
KKR vs ALLE
+336.8%
+193.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.4% | +3.2% |
| 7D | +5.1% | +0.1% | +5.0% | +5.1% |
| 30D | +10.9% | +25.9% | -15.0% | -4.3% |
| 3M | -2.9% | +14.9% | -17.8% | -11.3% |
| 6M | -1.2% | +42.1% | -43.4% | -21.9% |
| YTD | -20.4% | +20.4% | -40.8% | -31.1% |
| 1Y | -15.4% | +14.9% | -30.3% | -24.5% |
| 3Y | +61.9% | +90.1% | -28.2% | +2.7% |
| 5Y | +38.3% | +53.0% | -14.7% | +0.1% |
| 10Y | +720.6% | +208.8% | +511.8% | +289.7% |
| All | +530.5% | +336.8% | +193.8% | +151.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling