+1,123.7%
CAT vs KKR
+709.2%
+414.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.8% | 0.0% |
| 7D | +0.6% | -8.1% | +8.7% | +4.1% |
| 30D | -4.5% | -9.1% | +4.6% | -1.0% |
| 3M | -5.8% | +6.4% | -12.2% | -8.8% |
| 6M | +12.7% | +12.6% | +0.2% | +5.9% |
| YTD | +41.4% | -20.4% | +61.8% | +52.4% |
| 1Y | +92.1% | -27.1% | +119.1% | +113.5% |
| 3Y | +197.5% | +63.8% | +133.6% | +124.6% |
| 5Y | +327.9% | +67.6% | +260.3% | +202.1% |
| All | +1,123.7% | +709.2% | +414.5% | +348.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling