+49.0%
CCL vs KKR
+67.4%
-18.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.6% | -1.2% |
| 7D | -4.4% | -2.2% | -2.2% | -3.2% |
| 30D | -18.2% | +0.3% | -18.4% | -18.7% |
| 3M | -17.7% | +8.8% | -26.5% | -22.4% |
| 6M | -13.0% | +14.9% | -27.9% | -21.0% |
| YTD | -24.5% | -17.9% | -6.6% | -16.5% |
| 1Y | -26.9% | -23.7% | -3.3% | -16.0% |
| All | +49.0% | +67.4% | -18.4% | -5.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling