-21.0%
KKR vs JBLU
-14.6%
-6.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.3% | -1.9% |
| 7D | -0.9% | -3.5% | +2.7% | -0.2% |
| 30D | +2.2% | -27.2% | +29.4% | +8.3% |
| 3M | +13.1% | -4.3% | +17.4% | +13.7% |
| 6M | +15.3% | -8.3% | +23.6% | +15.9% |
| YTD | -15.0% | +1.8% | -16.8% | -19.0% |
| 1Y | -21.0% | -9.0% | -12.0% | -22.7% |
| All | -21.0% | -14.6% | -6.4% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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