-27.1%
KKR vs ALM
+279.2%
-306.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -9.6% | +6.5% | -2.6% |
| 7D | -8.1% | -7.1% | -1.0% | -7.8% |
| 30D | -9.1% | +24.7% | -33.8% | -10.2% |
| 3M | +6.4% | +8.3% | -1.9% | +5.3% |
| 6M | +12.6% | -22.2% | +34.7% | +13.0% |
| YTD | -20.4% | +88.1% | -108.5% | -23.6% |
| 1Y | -27.1% | +272.4% | -299.4% | -40.4% |
| All | -27.1% | +279.2% | -306.2% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 1y: compounded portfolio wealth divided by compounded ALM 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…
1y analysis · Full analysis span regression · 6 months rolling