+1,352.5%
KKR vs BAH
+886.2%
+466.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.4% | -1.3% |
| 7D | -0.9% | -3.2% | +2.4% | +0.3% |
| 30D | +2.2% | +2.0% | +0.2% | +1.5% |
| 3M | +13.1% | -7.6% | +20.7% | +15.6% |
| 6M | +15.3% | -5.7% | +20.9% | +16.2% |
| YTD | -15.0% | -11.7% | -3.3% | -12.6% |
| 1Y | -21.0% | -27.4% | +6.4% | -13.6% |
| 3Y | +76.7% | -32.5% | +109.3% | +88.4% |
| 5Y | +74.3% | -3.3% | +77.7% | +57.5% |
| 10Y | +753.7% | +186.0% | +567.7% | +404.9% |
| All | +1,352.5% | +886.2% | +466.3% | +335.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling