+471.3%
KKR vs ALLY
+97.2%
+374.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.5% |
| 7D | -1.1% | -2.1% | +1.0% | 0.0% |
| 30D | +11.5% | +2.0% | +9.5% | +10.4% |
| 3M | -12.4% | -13.3% | +1.0% | -5.2% |
| 6M | -1.9% | -9.9% | +8.0% | +3.8% |
| YTD | -23.3% | -13.5% | -9.8% | -17.1% |
| 1Y | -20.4% | -2.8% | -17.6% | -19.2% |
| 3Y | +56.1% | +63.4% | -7.4% | +18.9% |
| 5Y | +28.4% | -10.9% | +39.3% | +29.4% |
| 10Y | +664.6% | +174.7% | +489.9% | +293.5% |
| All | +471.3% | +97.2% | +374.1% | +218.8% |
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