+120.2%
BKR vs KKR
+710.9%
-590.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -7.0% | -6.2% | -0.8% | -4.2% |
| 30D | -8.1% | -8.9% | +0.7% | -4.4% |
| 3M | -6.6% | +6.3% | -12.9% | -10.0% |
| 6M | +0.9% | +16.5% | -15.6% | -7.8% |
| YTD | +31.1% | -20.3% | +51.4% | +41.3% |
| 1Y | +27.7% | -29.8% | +57.5% | +45.2% |
| 3Y | +71.2% | +63.2% | +8.0% | +19.3% |
| 5Y | +177.6% | +68.0% | +109.7% | +74.7% |
| All | +120.2% | +710.9% | -590.7% | -35.1% |
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