+198.7%
B vs KKR
+75.8%
+122.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -1.2% |
| 7D | +2.3% | -0.6% | +3.0% | +2.4% |
| 30D | +1.4% | +3.0% | -1.7% | +0.9% |
| 3M | +12.2% | +13.6% | -1.5% | +10.4% |
| 6M | -2.1% | +16.2% | -18.3% | -4.0% |
| YTD | +2.9% | -16.6% | +19.5% | +4.3% |
| 1Y | +55.3% | -23.2% | +78.5% | +58.6% |
| 3Y | +198.7% | +71.7% | +127.0% | +167.4% |
| All | +198.7% | +75.8% | +122.9% | +167.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling