+352.9%
C vs KKR
+1,697.8%
-1,344.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.7% |
| 7D | +3.6% | -0.9% | +4.5% | +4.1% |
| 30D | +0.1% | +2.2% | -2.1% | -1.6% |
| 3M | +2.4% | +13.1% | -10.6% | -5.2% |
| 6M | +24.9% | +15.3% | +9.7% | +13.5% |
| YTD | +19.8% | -15.0% | +34.8% | +27.8% |
| 1Y | +44.9% | -21.0% | +65.9% | +59.8% |
| 3Y | +263.0% | +76.7% | +186.3% | +138.9% |
| 5Y | +129.5% | +74.3% | +55.2% | +41.2% |
| 10Y | +291.6% | +753.7% | -462.1% | -12.7% |
| All | +352.9% | +1,697.8% | -1,344.9% | -46.2% |
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 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