+35.4%
CDE vs KKR
+1,583.3%
-1,547.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | 0.0% | -1.8% |
| 7D | -6.1% | -8.1% | +2.0% | -2.5% |
| 30D | +9.5% | -9.1% | +18.6% | +14.0% |
| 3M | +32.0% | +6.4% | +25.6% | +28.4% |
| 6M | -12.8% | +12.6% | -25.4% | -17.6% |
| YTD | +14.2% | -20.4% | +34.6% | +24.1% |
| 1Y | +36.3% | -27.1% | +63.4% | +52.6% |
| 3Y | +821.4% | +63.8% | +757.6% | +598.7% |
| 5Y | +194.3% | +67.6% | +126.6% | +111.4% |
| 10Y | +53.2% | +702.6% | -649.4% | -46.3% |
| All | +35.4% | +1,583.3% | -1,547.9% | -68.3% |
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 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