+72.6%
KKR vs ARMK
+146.8%
-74.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -0.8% |
| 7D | -2.2% | +0.3% | -2.5% | -2.4% |
| 30D | +0.3% | +2.4% | -2.1% | -1.3% |
| 3M | +8.8% | +6.1% | +2.8% | +4.6% |
| 6M | +14.9% | +41.8% | -26.9% | -8.9% |
| YTD | -17.9% | +55.5% | -73.4% | -38.9% |
| 1Y | -23.7% | +49.6% | -73.3% | -41.7% |
| 3Y | +69.1% | +122.8% | -53.7% | -2.3% |
| 5Y | +72.6% | +151.0% | -78.4% | -8.0% |
| All | +72.6% | +146.8% | -74.3% | -8.0% |
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