+151.4%
BKR vs KKR
+1,583.3%
-1,432.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.1% | -3.6% | -5.2% |
| 7D | -6.7% | -8.1% | +1.4% | -2.9% |
| 30D | -8.3% | -9.1% | +0.8% | -4.5% |
| 3M | -5.4% | +6.4% | -11.8% | -8.9% |
| 6M | +0.8% | +12.6% | -11.8% | -6.4% |
| YTD | +31.8% | -20.4% | +52.3% | +42.1% |
| 1Y | +28.6% | -27.1% | +55.6% | +43.1% |
| 3Y | +71.2% | +63.8% | +7.4% | +20.8% |
| 5Y | +179.2% | +67.6% | +111.6% | +80.5% |
| 10Y | +124.0% | +702.6% | -578.7% | -37.7% |
| All | +151.4% | +1,583.3% | -1,432.0% | -53.9% |
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