+1,632.8%
KKR vs JBLU
-29.4%
+1,662.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | -8.1% | -4.8% | -3.3% | -6.8% |
| 30D | -9.1% | -24.4% | +15.3% | -1.7% |
| 3M | +6.4% | -4.8% | +11.1% | +6.6% |
| 6M | +12.6% | -0.5% | +13.0% | +9.2% |
| YTD | -20.4% | -3.5% | -16.9% | -23.3% |
| 1Y | -27.1% | -13.6% | -13.5% | -27.7% |
| 3Y | +63.8% | -15.3% | +79.1% | +39.6% |
| 5Y | +67.6% | -70.1% | +137.7% | +94.1% |
| 10Y | +702.6% | -72.9% | +775.6% | +731.8% |
| All | +1,632.8% | -29.4% | +1,662.2% | +968.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling