+488.1%
KKR vs ALLY
+98.6%
+389.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.4% | -1.7% |
| 7D | -1.3% | -2.8% | +1.5% | +0.2% |
| 30D | +9.3% | +1.9% | +7.4% | +8.3% |
| 3M | -9.8% | -12.1% | +2.3% | -3.2% |
| 6M | +1.0% | -9.0% | +10.0% | +6.3% |
| YTD | -21.1% | -12.9% | -8.1% | -15.0% |
| 1Y | -17.0% | -0.1% | -16.9% | -16.9% |
| 3Y | +60.6% | +64.6% | -4.0% | +21.9% |
| 5Y | +33.6% | -10.1% | +43.7% | +33.9% |
| 10Y | +687.0% | +176.7% | +510.4% | +303.4% |
| All | +488.1% | +98.6% | +389.5% | +226.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling