+533.2%
KKR vs ALLY
+124.8%
+408.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.2% | -2.0% |
| 7D | -0.9% | +3.7% | -4.5% | -2.8% |
| 30D | +2.2% | -2.3% | +4.4% | +3.5% |
| 3M | +13.1% | +3.8% | +9.2% | +10.6% |
| 6M | +15.3% | +9.7% | +5.5% | +9.2% |
| YTD | -15.0% | -1.4% | -13.6% | -14.5% |
| 1Y | -21.0% | +8.2% | -29.2% | -24.4% |
| 3Y | +76.7% | +66.5% | +10.2% | +32.4% |
| 5Y | +74.3% | +1.2% | +73.1% | +62.7% |
| 10Y | +753.7% | +191.4% | +562.3% | +322.2% |
| All | +533.2% | +124.8% | +408.4% | +228.8% |
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