-42.6%
CCL vs KKR
+710.9%
-753.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | -3.2% | -6.2% | +2.9% | +1.5% |
| 30D | -17.8% | -8.9% | -8.9% | -12.2% |
| 3M | -18.7% | +6.3% | -24.9% | -23.2% |
| 6M | -11.4% | +16.5% | -27.9% | -22.4% |
| YTD | -24.3% | -20.3% | -4.1% | -13.4% |
| 1Y | -28.8% | -29.8% | +1.0% | -11.1% |
| 3Y | +49.3% | +63.2% | -13.9% | -10.7% |
| 5Y | +1.6% | +68.0% | -66.4% | -42.9% |
| All | -42.6% | +710.9% | -753.5% | -86.3% |
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