-13.7%
KKR vs JAAA
+4.8%
-18.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | 0.0% | +5.6% | +5.6% |
| 7D | +8.9% | +0.2% | +8.8% | +6.6% |
| 30D | +12.7% | +0.4% | +12.2% | +5.9% |
| 3M | -6.2% | +1.2% | -7.4% | -21.1% |
| 6M | -1.5% | +2.3% | -3.9% | -29.8% |
| YTD | -20.1% | +3.9% | -23.9% | -47.0% |
| 1Y | -13.7% | +4.8% | -18.5% | -44.0% |
| All | -13.7% | +4.8% | -18.5% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 1y: compounded portfolio wealth divided by compounded JAAA 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…
1y analysis · Full analysis span regression · 6 months rolling