+66.5%
KKR vs ALNY
+30.5%
+36.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | -6.2% | -6.5% | +0.4% | -5.2% |
| 30D | -8.9% | +11.0% | -19.9% | -10.4% |
| 3M | +6.3% | -14.1% | +20.3% | +7.4% |
| 6M | +16.5% | -22.4% | +38.9% | +19.5% |
| YTD | -20.3% | -37.5% | +17.2% | -15.4% |
| 1Y | -29.8% | -46.9% | +17.1% | -23.6% |
| 3Y | +63.2% | +22.1% | +41.1% | +48.9% |
| All | +66.5% | +30.5% | +36.0% | +39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling