+573.5%
KKR vs ALLE
+260.9%
+312.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.9% | -2.5% |
| 7D | -0.9% | -0.2% | -0.6% | -0.8% |
| 30D | +2.2% | -6.8% | +9.0% | +6.8% |
| 3M | +13.1% | +21.0% | -8.0% | -0.7% |
| 6M | +15.3% | +1.1% | +14.2% | +12.8% |
| YTD | -15.0% | -0.5% | -14.5% | -16.7% |
| 1Y | -21.0% | -7.3% | -13.7% | -18.9% |
| 3Y | +76.7% | +42.3% | +34.5% | +35.4% |
| 5Y | +74.3% | +13.5% | +60.9% | +52.0% |
| 10Y | +753.7% | +144.0% | +609.7% | +368.6% |
| All | +573.5% | +260.9% | +312.7% | +203.6% |
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