+1,222.0%
KKR vs BAH
+1,076.0%
+146.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +1.0% |
| 7D | +1.6% | +1.7% | -0.1% | +1.0% |
| 30D | +14.5% | +20.8% | -6.2% | +7.1% |
| 3M | -15.0% | +11.6% | -26.5% | -18.4% |
| 6M | +1.0% | +23.1% | -22.1% | -7.1% |
| YTD | -22.6% | +5.3% | -27.9% | -25.5% |
| 1Y | -18.2% | +6.1% | -24.4% | -21.5% |
| 3Y | +56.4% | -27.5% | +83.9% | +63.2% |
| 5Y | +29.6% | +6.2% | +23.4% | +13.8% |
| 10Y | +671.3% | +202.2% | +469.1% | +347.3% |
| All | +1,222.0% | +1,076.0% | +146.0% | +271.1% |
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