+28.4%
KKR vs ARMK
+106.6%
-78.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -3.0% |
| 7D | -1.1% | +7.1% | -8.2% | -5.4% |
| 30D | +11.5% | -1.6% | +13.2% | +11.8% |
| 3M | -12.4% | -10.5% | -1.8% | -6.8% |
| 6M | -1.9% | +11.8% | -13.7% | -10.1% |
| YTD | -23.3% | +47.3% | -70.6% | -42.2% |
| 1Y | -20.4% | +41.5% | -61.9% | -38.4% |
| 3Y | +56.1% | +95.3% | -39.3% | -5.1% |
| 5Y | +28.4% | +108.1% | -79.7% | -31.4% |
| All | +28.4% | +106.6% | -78.1% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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