+23.1%
C vs KKR
-19.5%
+42.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +0.9% |
| 7D | +4.7% | -1.1% | +5.9% | +5.1% |
| 30D | +0.2% | +11.5% | -11.3% | -3.9% |
| 3M | -9.3% | -12.4% | +3.0% | -5.3% |
| 6M | -0.8% | -1.9% | +1.1% | -1.2% |
| YTD | +8.5% | -23.3% | +31.8% | +17.3% |
| 1Y | +23.1% | -20.4% | +43.5% | +29.2% |
| All | +23.1% | -19.5% | +42.6% | +29.2% |
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