+189.7%
KKR vs JAAA
+29.4%
+160.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | -0.1% |
| 7D | -6.2% | +0.1% | -6.3% | -6.4% |
| 30D | -8.9% | +0.5% | -9.4% | -10.5% |
| 3M | +6.3% | +1.3% | +5.0% | +1.7% |
| 6M | +16.5% | +2.8% | +13.7% | +6.0% |
| YTD | -20.3% | +3.3% | -23.5% | -28.3% |
| 1Y | -29.8% | +4.9% | -34.7% | -39.9% |
| 3Y | +63.2% | +19.0% | +44.2% | +16.2% |
| 5Y | +68.0% | +26.9% | +41.1% | +6.9% |
| All | +189.7% | +29.4% | +160.4% | +72.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling