-4.1%
CCL vs KKR
+1,664.4%
-1,668.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.5% | -0.2% |
| 7D | -0.1% | -0.6% | +0.5% | +0.2% |
| 30D | -20.0% | +3.0% | -23.0% | -21.9% |
| 3M | -13.7% | +13.6% | -27.3% | -20.8% |
| 6M | -9.0% | +16.2% | -25.2% | -18.0% |
| YTD | -22.8% | -16.6% | -6.2% | -15.9% |
| 1Y | -25.3% | -23.2% | -2.1% | -14.9% |
| 3Y | +54.1% | +71.7% | -17.6% | +3.6% |
| 5Y | +3.5% | +74.8% | -71.3% | -31.7% |
| 10Y | -41.0% | +711.6% | -752.6% | -80.6% |
| All | -4.1% | +1,664.4% | -1,668.5% | -79.4% |
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 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