+728.2%
KKR vs ALLY
+178.1%
+550.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.0% |
| 7D | -2.2% | -1.9% | -0.3% | -1.1% |
| 30D | +0.3% | -4.5% | +4.7% | +2.9% |
| 3M | +8.8% | -2.8% | +11.7% | +10.4% |
| 6M | +14.9% | +10.3% | +4.6% | +8.4% |
| YTD | -17.9% | -5.7% | -12.2% | -15.3% |
| 1Y | -23.7% | +3.9% | -27.6% | -25.4% |
| 3Y | +69.1% | +64.7% | +4.3% | +26.7% |
| 5Y | +72.6% | -2.6% | +75.1% | +64.1% |
| 10Y | +728.2% | +186.0% | +542.3% | +306.0% |
| All | +728.2% | +178.1% | +550.2% | +306.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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