+44.6%
C vs KKR
-24.4%
+68.9%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.3% | +1.3% |
| 7D | +2.6% | -2.2% | +4.8% | +3.4% |
| 30D | +1.9% | +0.3% | +1.7% | +1.4% |
| 3M | +2.8% | +8.8% | -6.0% | -1.0% |
| 6M | +30.6% | +14.9% | +15.6% | +22.3% |
| YTD | +19.9% | -17.9% | +37.8% | +27.1% |
| 1Y | +44.6% | -23.7% | +68.2% | +54.0% |
| All | +44.6% | -24.4% | +68.9% | +54.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling