+475.6%
KKR vs ARMK
+328.3%
+147.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | +1.6% | +2.7% | -1.0% | +0.5% |
| 30D | +14.5% | -1.5% | +16.0% | +14.7% |
| 3M | -15.0% | -11.6% | -3.4% | -10.9% |
| 6M | +1.0% | +6.7% | -5.7% | -2.5% |
| YTD | -22.6% | +47.4% | -70.1% | -35.5% |
| 1Y | -18.2% | +41.5% | -59.7% | -30.6% |
| 3Y | +56.4% | +95.5% | -39.2% | +15.3% |
| 5Y | +29.6% | +108.4% | -78.8% | -7.2% |
| 10Y | +671.3% | +132.3% | +539.1% | +400.9% |
| All | +475.6% | +328.3% | +147.3% | +221.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling