+695.1%
KKR vs ARWR
+1,080.6%
-385.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | -8.1% | -4.3% | -3.8% | -7.5% |
| 30D | -9.1% | -7.3% | -1.8% | -8.1% |
| 3M | +6.4% | +17.0% | -10.7% | +3.2% |
| 6M | +12.6% | +39.8% | -27.2% | +5.8% |
| YTD | -20.4% | +24.7% | -45.1% | -24.1% |
| 1Y | -27.1% | +186.5% | -213.5% | -39.6% |
| 3Y | +63.8% | +176.8% | -113.0% | +27.8% |
| 5Y | +67.6% | +29.3% | +38.3% | +40.0% |
| All | +695.1% | +1,080.6% | -385.5% | +434.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling