+1,003.0%
BE vs KKR
+305.5%
+697.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.2% | +6.5% | +6.5% |
| 7D | +9.0% | -6.2% | +15.2% | +14.7% |
| 30D | +16.3% | -8.9% | +25.1% | +24.6% |
| 3M | +10.8% | +6.3% | +4.5% | +4.1% |
| 6M | +73.2% | +16.5% | +56.7% | +48.8% |
| YTD | +217.4% | -20.3% | +237.6% | +265.8% |
| 1Y | +309.8% | -29.8% | +339.6% | +420.8% |
| 3Y | +1,726.2% | +63.2% | +1,663.0% | +916.3% |
| 5Y | +1,306.2% | +68.0% | +1,238.2% | +656.7% |
| All | +1,003.0% | +305.5% | +697.5% | +166.9% |
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 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