+1,750.7%
KKR vs ARWR
+670.9%
+1,079.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.7% | -1.8% |
| 7D | -0.9% | +1.7% | -2.6% | -1.1% |
| 30D | +2.2% | -0.7% | +2.8% | +2.2% |
| 3M | +13.1% | +14.9% | -1.8% | +10.6% |
| 6M | +15.3% | +32.6% | -17.4% | +10.4% |
| YTD | -15.0% | +30.0% | -45.1% | -18.6% |
| 1Y | -21.0% | +208.4% | -229.4% | -32.7% |
| 3Y | +76.7% | +208.8% | -132.1% | +43.6% |
| 5Y | +74.3% | +27.8% | +46.5% | +51.9% |
| 10Y | +753.7% | +1,107.6% | -353.8% | +465.9% |
| All | +1,750.7% | +670.9% | +1,079.8% | +996.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling