+67.6%
KKR vs BAH
+1.2%
+66.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.8% | -7.9% | -4.2% |
| 7D | -8.1% | +2.4% | -10.5% | -8.7% |
| 30D | -9.1% | -2.9% | -6.2% | -8.5% |
| 3M | +6.4% | -1.3% | +7.7% | +6.4% |
| 6M | +12.6% | -0.9% | +13.5% | +12.1% |
| YTD | -20.4% | -8.2% | -12.2% | -19.4% |
| 1Y | -27.1% | -24.0% | -3.1% | -23.3% |
| 3Y | +63.8% | -28.1% | +91.9% | +64.9% |
| 5Y | +67.6% | +2.5% | +65.1% | +49.5% |
| All | +67.6% | +1.2% | +66.4% | +49.5% |
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 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