+201.4%
B vs KKR
+710.9%
-509.5%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -2.4% | -6.2% | +3.8% | -1.8% |
| 30D | +6.3% | -8.9% | +15.2% | +7.3% |
| 3M | +12.1% | +6.3% | +5.9% | +11.3% |
| 6M | -3.1% | +16.5% | -19.6% | -4.7% |
| YTD | +2.0% | -20.3% | +22.2% | +3.7% |
| 1Y | +51.7% | -29.8% | +81.5% | +55.9% |
| 3Y | +190.5% | +63.2% | +127.3% | +171.3% |
| 5Y | +158.0% | +68.0% | +90.0% | +135.7% |
| All | +201.4% | +710.9% | -509.5% | +229.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 10y: compounded portfolio wealth divided by compounded KKR 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…
10y analysis · Full analysis span regression · 6 months rolling