+31.2%
KKR vs BAH
+6.1%
+25.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +0.9% |
| 7D | +1.6% | +1.7% | -0.1% | +1.2% |
| 30D | +14.5% | +20.8% | -6.2% | +9.2% |
| 3M | -15.0% | +11.6% | -26.5% | -17.4% |
| 6M | +1.0% | +23.1% | -22.1% | -4.7% |
| YTD | -22.6% | +5.3% | -27.9% | -24.4% |
| 1Y | -18.2% | +6.1% | -24.4% | -20.2% |
| 3Y | +56.4% | -27.5% | +83.9% | +58.5% |
| All | +31.2% | +6.1% | +25.1% | +13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling