+50.5%
B vs KKR
-26.0%
+76.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.6% | -2.2% |
| 7D | -5.0% | -8.1% | +3.1% | -4.2% |
| 30D | +8.7% | -9.1% | +17.8% | +9.6% |
| 3M | +17.3% | +6.4% | +11.0% | +16.3% |
| 6M | -5.0% | +12.6% | -17.6% | -6.0% |
| YTD | +1.4% | -20.4% | +21.9% | +2.1% |
| 1Y | +50.5% | -27.1% | +77.6% | +55.0% |
| All | +50.5% | -26.0% | +76.5% | +55.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling