+532.2%
BE vs KKR
+29.5%
+502.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.9% | -5.8% | -5.6% |
| 7D | +10.8% | +1.6% | +9.2% | +9.3% |
| 30D | -19.8% | +14.5% | -34.3% | -28.3% |
| 3M | -18.7% | -15.0% | -3.8% | -9.2% |
| 6M | -33.7% | +1.0% | -34.8% | -35.5% |
| YTD | +121.0% | -22.6% | +143.6% | +157.4% |
| 1Y | +85.4% | -18.2% | +103.6% | +106.0% |
| 3Y | +1,709.5% | +56.4% | +1,653.1% | +892.4% |
| All | +532.2% | +29.5% | +502.7% | +272.9% |
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 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