+39.0%
B vs KKR
+1,697.8%
-1,658.8%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.4% | -2.0% |
| 7D | -1.6% | -0.9% | -0.7% | -1.5% |
| 30D | +9.4% | +2.2% | +7.3% | +9.1% |
| 3M | +5.0% | +13.1% | -8.1% | +3.4% |
| 6M | -3.5% | +15.3% | -18.8% | -5.3% |
| YTD | +4.5% | -15.0% | +19.5% | +5.7% |
| 1Y | +67.8% | -21.0% | +88.8% | +70.9% |
| 3Y | +196.7% | +76.7% | +120.0% | +171.7% |
| 5Y | +151.9% | +74.3% | +77.6% | +126.7% |
| 10Y | +202.2% | +753.7% | -551.6% | +122.9% |
| All | +39.0% | +1,697.8% | -1,658.8% | -9.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling