+2,613.0%
BX vs KKR
+1,637.1%
+976.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.6% | -2.1% | -2.5% |
| 7D | -5.7% | -2.2% | -3.5% | -4.1% |
| 30D | -8.9% | +0.3% | -9.1% | -9.2% |
| 3M | +8.4% | +8.8% | -0.4% | +1.7% |
| 6M | +18.9% | +14.9% | +4.0% | +7.6% |
| YTD | -13.6% | -17.9% | +4.2% | -0.5% |
| 1Y | -22.4% | -23.7% | +1.2% | -6.3% |
| 3Y | +26.0% | +69.1% | -43.0% | -18.6% |
| 5Y | +18.8% | +72.6% | -53.8% | -23.7% |
| 10Y | +668.7% | +728.2% | -59.5% | +62.3% |
| All | +2,613.0% | +1,637.1% | +976.0% | +247.7% |
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