+95.4%
CAT vs KKR
-20.0%
+115.4%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.6% | +2.2% |
| 7D | +1.7% | -0.9% | +2.6% | +1.9% |
| 30D | -6.6% | +2.2% | -8.7% | -7.3% |
| 3M | -13.3% | +13.1% | -26.4% | -16.3% |
| 6M | +11.6% | +15.3% | -3.6% | +6.9% |
| YTD | +42.9% | -15.0% | +58.0% | +48.7% |
| 1Y | +95.4% | -21.0% | +116.4% | +108.5% |
| All | +95.4% | -20.0% | +115.4% | +108.5% |
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 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