+68.0%
KKR vs BAH
-31.4%
+99.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | -2.2% | -1.3% | -0.9% | -1.9% |
| 30D | +0.3% | -6.6% | +6.9% | +1.7% |
| 3M | +8.8% | -7.2% | +16.0% | +10.4% |
| 6M | +14.9% | -10.0% | +24.9% | +16.9% |
| YTD | -17.9% | -12.5% | -5.4% | -15.9% |
| 1Y | -23.7% | -27.9% | +4.2% | -19.8% |
| All | +68.0% | -31.4% | +99.4% | +70.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling