+1.5%
CARR vs KKR
+62.5%
-61.0%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.4% |
| 7D | -3.8% | -6.2% | +2.4% | -1.6% |
| 30D | -8.9% | -8.9% | -0.1% | -6.1% |
| 3M | -17.3% | +6.3% | -23.6% | -19.4% |
| 6M | -1.4% | +16.5% | -17.9% | -7.3% |
| YTD | +10.0% | -20.3% | +30.3% | +17.8% |
| 1Y | -6.4% | -29.8% | +23.4% | +4.8% |
| 3Y | +1.5% | +63.2% | -61.6% | -27.5% |
| All | +1.5% | +62.5% | -61.0% | -27.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling