+33.9%
CCL vs KKR
+29.5%
+4.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.2% | -1.0% |
| 7D | -1.2% | +1.6% | -2.8% | -2.3% |
| 30D | +13.1% | +14.5% | -1.4% | +2.7% |
| 3M | +3.4% | -15.0% | +18.3% | +15.7% |
| 6M | +18.7% | +1.0% | +17.7% | +16.2% |
| YTD | -2.3% | -22.6% | +20.4% | +14.2% |
| 1Y | +14.2% | -18.2% | +32.4% | +27.0% |
| 3Y | +133.6% | +56.4% | +77.2% | +37.0% |
| All | +33.9% | +29.5% | +4.4% | -19.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling