+503.2%
KKR vs ALLE
+327.3%
+175.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -0.9% | -1.3% |
| 7D | +2.2% | -0.6% | +2.8% | +2.7% |
| 30D | +7.6% | +25.3% | -17.7% | -6.9% |
| 3M | -6.5% | +10.3% | -16.8% | -12.4% |
| 6M | -3.9% | +38.0% | -42.0% | -22.6% |
| YTD | -23.9% | +17.8% | -41.7% | -33.2% |
| 1Y | -18.5% | +13.6% | -32.2% | -26.8% |
| 3Y | +65.8% | +89.2% | -23.4% | +5.5% |
| 5Y | +25.3% | +51.1% | -25.7% | -8.5% |
| 10Y | +720.2% | +228.1% | +492.0% | +279.3% |
| All | +503.2% | +327.3% | +175.9% | +143.6% |
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