+1,008.9%
BE vs KKR
+324.1%
+684.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.9% | +11.5% | +11.1% |
| 7D | +29.8% | -0.6% | +30.4% | +30.2% |
| 30D | +26.4% | +3.0% | +23.4% | +22.0% |
| 3M | +9.3% | +13.6% | -4.3% | -2.7% |
| 6M | +105.1% | +16.2% | +88.8% | +76.2% |
| YTD | +219.0% | -16.6% | +235.6% | +254.4% |
| 1Y | +418.8% | -23.2% | +442.0% | +512.6% |
| 3Y | +1,784.6% | +71.7% | +1,712.8% | +905.3% |
| 5Y | +1,251.0% | +74.8% | +1,176.1% | +603.7% |
| All | +1,008.9% | +324.1% | +684.8% | +158.6% |
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