+33.6%
KKR vs ARWR
-36.3%
+69.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.9% |
| 7D | -1.3% | -19.9% | +18.7% | +3.1% |
| 30D | +9.3% | -18.7% | +28.1% | +13.8% |
| 3M | -9.8% | -44.7% | +34.8% | +1.4% |
| 6M | +1.0% | -36.5% | +37.5% | +9.2% |
| YTD | -21.1% | -25.7% | +4.6% | -18.5% |
| 1Y | -17.0% | +18.9% | -35.9% | -24.1% |
| 3Y | +60.6% | +83.1% | -22.5% | +16.6% |
| 5Y | +33.6% | -34.9% | +68.5% | +16.0% |
| All | +33.6% | -36.3% | +69.9% | +16.0% |
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