+1,632.8%
KKR vs LUV
+277.9%
+1,354.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -8.1% | -0.1% | -8.0% | -8.1% |
| 30D | -9.1% | -14.6% | +5.5% | -2.8% |
| 3M | +6.4% | -5.7% | +12.1% | +8.4% |
| 6M | +12.6% | -8.4% | +21.0% | +15.2% |
| YTD | -20.4% | -5.1% | -15.3% | -21.2% |
| 1Y | -27.1% | +26.6% | -53.6% | -36.8% |
| 3Y | +63.8% | +39.7% | +24.2% | +30.2% |
| 5Y | +67.6% | -12.0% | +79.6% | +60.3% |
| 10Y | +702.6% | +17.3% | +685.3% | +517.1% |
| All | +1,632.8% | +277.9% | +1,354.9% | +492.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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