+66.5%
KKR vs ELAN
-30.9%
+97.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.1% | -0.2% |
| 7D | -6.2% | -5.4% | -0.7% | -4.4% |
| 30D | -8.9% | +4.7% | -13.6% | -10.3% |
| 3M | +6.3% | -3.7% | +9.9% | +6.9% |
| 6M | +16.5% | -1.2% | +17.7% | +14.5% |
| YTD | -20.3% | +2.4% | -22.6% | -22.7% |
| 1Y | -29.8% | +23.4% | -53.2% | -36.7% |
| 3Y | +63.2% | +96.7% | -33.5% | +11.5% |
| All | +66.5% | -30.9% | +97.4% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ELAN.
Daily Out/Under-Performance
Portfolio return minus ELAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELAN 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 ELAN 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