+207.2%
C vs KKR
+664.1%
-456.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +1.4% |
| 7D | +4.7% | -1.1% | +5.9% | +5.3% |
| 30D | +0.2% | +11.5% | -11.3% | -5.8% |
| 3M | -9.3% | -12.4% | +3.0% | -3.4% |
| 6M | -0.8% | -1.9% | +1.1% | -1.2% |
| YTD | +8.5% | -23.3% | +31.8% | +21.8% |
| 1Y | +23.1% | -20.4% | +43.5% | +35.0% |
| 3Y | +220.8% | +56.1% | +164.7% | +127.1% |
| 5Y | +112.4% | +28.4% | +84.0% | +59.4% |
| All | +207.2% | +664.1% | -456.9% | -24.8% |
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