+1,688.1%
KKR vs ODFL
+3,375.8%
-1,687.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.7% | +1.1% | -0.1% |
| 7D | -2.2% | -3.0% | +0.8% | -0.6% |
| 30D | +0.3% | -14.3% | +14.5% | +8.8% |
| 3M | +8.8% | -26.7% | +35.5% | +27.7% |
| 6M | +14.9% | -7.5% | +22.4% | +17.2% |
| YTD | -17.9% | +16.5% | -34.4% | -27.3% |
| 1Y | -23.7% | +23.5% | -47.2% | -35.1% |
| 3Y | +69.1% | -12.1% | +81.1% | +67.3% |
| 5Y | +72.6% | +28.9% | +43.6% | +32.1% |
| 10Y | +728.2% | +746.5% | -18.2% | +110.0% |
| All | +1,688.1% | +3,375.8% | -1,687.7% | +110.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling