+38.3%
KKR vs ALLY
-9.3%
+47.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.2% | +5.0% | +4.2% |
| 7D | +5.1% | -0.7% | +5.7% | +5.5% |
| 30D | +10.9% | +1.1% | +9.7% | +10.2% |
| 3M | -2.9% | -13.2% | +10.3% | +6.4% |
| 6M | -1.2% | -13.5% | +12.2% | +8.1% |
| YTD | -20.4% | -14.3% | -6.2% | -12.5% |
| 1Y | -15.4% | -1.1% | -14.3% | -14.9% |
| 3Y | +61.9% | +62.0% | -0.1% | +17.7% |
| 5Y | +38.3% | -9.6% | +47.9% | +46.0% |
| All | +38.3% | -9.3% | +47.6% | +46.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling