+63.2%
KKR vs ARKK
+89.0%
-25.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.2% |
| 7D | -6.2% | -3.1% | -3.1% | -4.5% |
| 30D | -8.9% | +2.7% | -11.6% | -10.4% |
| 3M | +6.3% | +10.8% | -4.5% | -0.7% |
| 6M | +16.5% | +14.4% | +2.1% | +5.9% |
| YTD | -20.3% | +8.7% | -28.9% | -25.2% |
| 1Y | -29.8% | +6.7% | -36.5% | -34.6% |
| 3Y | +63.2% | +87.4% | -24.2% | +4.7% |
| All | +63.2% | +89.0% | -25.8% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 3y: compounded portfolio wealth divided by compounded ARKK 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…
3y analysis · Full analysis span regression · 6 months rolling