+421.5%
CARR vs KKR
+459.6%
-38.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.4% |
| 7D | -3.8% | -6.2% | +2.4% | -1.3% |
| 30D | -8.9% | -8.9% | -0.1% | -5.7% |
| 3M | -17.3% | +6.3% | -23.6% | -19.7% |
| 6M | -1.4% | +16.5% | -17.9% | -8.1% |
| YTD | +10.0% | -20.3% | +30.3% | +18.1% |
| 1Y | -6.4% | -29.8% | +23.4% | +5.4% |
| 3Y | +1.5% | +63.2% | -61.6% | -23.6% |
| 5Y | +9.3% | +68.0% | -58.7% | -22.7% |
| All | +421.5% | +459.6% | -38.1% | +127.4% |
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