+131.6%
C vs KKR
+76.6%
+54.9%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.1% | +0.1% |
| 7D | +3.2% | -0.6% | +3.8% | +3.5% |
| 30D | +1.3% | +3.0% | -1.7% | -0.4% |
| 3M | +3.1% | +13.6% | -10.5% | -3.2% |
| 6M | +29.6% | +16.2% | +13.4% | +19.9% |
| YTD | +19.0% | -16.6% | +35.5% | +26.6% |
| 1Y | +45.6% | -23.2% | +68.9% | +59.9% |
| 3Y | +269.3% | +71.7% | +197.6% | +180.3% |
| 5Y | +131.6% | +74.8% | +56.7% | +58.6% |
| All | +131.6% | +76.6% | +54.9% | +58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling