+73.0%
KKR vs ATI
+1,064.3%
-991.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.4% |
| 7D | -2.2% | +2.4% | -4.6% | -3.0% |
| 30D | +0.3% | -9.5% | +9.7% | +3.4% |
| 3M | +8.8% | +10.4% | -1.6% | +4.2% |
| 6M | +14.9% | +31.8% | -16.9% | +2.6% |
| YTD | -17.9% | +80.0% | -97.9% | -34.9% |
| 1Y | -23.7% | +175.8% | -199.5% | -48.8% |
| 3Y | +69.1% | +364.2% | -295.2% | -9.4% |
| All | +73.0% | +1,064.3% | -991.3% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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