+63.2%
KKR vs ODFL
-13.7%
+76.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -6.2% | -3.3% | -2.9% | -4.8% |
| 30D | -8.9% | -15.3% | +6.4% | -2.2% |
| 3M | +6.3% | -27.3% | +33.6% | +21.4% |
| 6M | +16.5% | -4.5% | +21.0% | +16.2% |
| YTD | -20.3% | +15.1% | -35.4% | -28.1% |
| 1Y | -29.8% | +21.1% | -50.9% | -38.6% |
| 3Y | +63.2% | -14.1% | +77.3% | +64.4% |
| All | +63.2% | -13.7% | +76.9% | +64.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling