+1,711.1%
CAT vs KKR
+1,697.8%
+13.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.6% | +2.5% |
| 7D | +1.7% | -0.9% | +2.6% | +2.0% |
| 30D | -6.6% | +2.2% | -8.7% | -7.7% |
| 3M | -13.3% | +13.1% | -26.4% | -18.1% |
| 6M | +11.6% | +15.3% | -3.6% | +3.8% |
| YTD | +42.9% | -15.0% | +58.0% | +49.8% |
| 1Y | +95.4% | -21.0% | +116.4% | +109.8% |
| 3Y | +196.6% | +76.7% | +119.9% | +118.3% |
| 5Y | +321.7% | +74.3% | +247.3% | +196.2% |
| 10Y | +1,140.8% | +753.7% | +387.1% | +313.4% |
| All | +1,711.1% | +1,697.8% | +13.3% | +306.1% |
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