+696.7%
KKR vs BAH
+207.9%
+488.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -6.2% | +4.3% | -10.4% | -7.6% |
| 30D | -8.9% | -2.5% | -6.4% | -8.1% |
| 3M | +6.3% | -0.9% | +7.2% | +6.0% |
| 6M | +16.5% | +1.5% | +15.0% | +14.6% |
| YTD | -20.3% | -8.0% | -12.3% | -19.2% |
| 1Y | -29.8% | -24.7% | -5.0% | -24.2% |
| 3Y | +63.2% | -28.4% | +91.6% | +68.1% |
| 5Y | +68.0% | +2.8% | +65.2% | +43.3% |
| All | +696.7% | +207.9% | +488.8% | +364.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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