-13.7%
KKR vs ODFL
+32.0%
-45.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.0% | +4.6% | +5.3% |
| 7D | +8.9% | +3.5% | +5.4% | +7.9% |
| 30D | +12.7% | 0.0% | +12.6% | +12.4% |
| 3M | -6.2% | -18.1% | +11.9% | -0.9% |
| 6M | -1.5% | -6.4% | +4.8% | -1.4% |
| YTD | -20.1% | +14.9% | -34.9% | -28.2% |
| 1Y | -13.7% | +27.7% | -41.4% | -26.3% |
| All | -13.7% | +32.0% | -45.7% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ODFL.
Daily Out/Under-Performance
Portfolio return minus ODFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ODFL 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 ODFL 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