+72.6%
KKR vs ARWR
+25.7%
+46.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.9% | +1.4% | -0.9% |
| 7D | -2.2% | -3.2% | +1.0% | -1.5% |
| 30D | +0.3% | -6.5% | +6.7% | +1.6% |
| 3M | +8.8% | +12.7% | -3.9% | +5.1% |
| 6M | +14.9% | +36.2% | -21.3% | +5.6% |
| YTD | -17.9% | +24.5% | -42.3% | -23.4% |
| 1Y | -23.7% | +198.0% | -221.7% | -43.2% |
| 3Y | +69.1% | +176.4% | -107.3% | +14.1% |
| 5Y | +72.6% | +26.6% | +46.0% | +35.4% |
| All | +72.6% | +25.7% | +46.9% | +35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling