+696.7%
KKR vs ALNY
+260.0%
+436.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | -6.2% | -6.5% | +0.4% | -5.3% |
| 30D | -8.9% | +11.0% | -19.9% | -10.3% |
| 3M | +6.3% | -14.1% | +20.3% | +7.4% |
| 6M | +16.5% | -22.4% | +38.9% | +19.2% |
| YTD | -20.3% | -37.5% | +17.2% | -15.9% |
| 1Y | -29.8% | -46.9% | +17.1% | -24.4% |
| 3Y | +63.2% | +22.1% | +41.1% | +51.3% |
| 5Y | +68.0% | +31.2% | +36.8% | +49.7% |
| All | +696.7% | +260.0% | +436.7% | +518.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 10y: compounded portfolio wealth divided by compounded ALNY 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…
10y analysis · Full analysis span regression · 6 months rolling