+158.8%
B vs KKR
+72.2%
+86.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.3% |
| 7D | +1.0% | -2.2% | +3.2% | +1.3% |
| 30D | +9.5% | +0.3% | +9.2% | +9.4% |
| 3M | +14.3% | +8.8% | +5.5% | +13.0% |
| 6M | -1.9% | +14.9% | -16.8% | -3.8% |
| YTD | +4.1% | -17.9% | +22.0% | +5.9% |
| 1Y | +56.1% | -23.7% | +79.8% | +59.9% |
| 3Y | +202.0% | +69.1% | +132.9% | +171.9% |
| 5Y | +158.8% | +72.6% | +86.3% | +126.0% |
| All | +158.8% | +72.2% | +86.6% | +126.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling