+17.1%
CDNS vs KKR
+62.2%
-45.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +1.5% |
| 7D | -6.5% | -8.1% | +1.6% | -2.9% |
| 30D | -13.0% | -9.1% | -3.9% | -9.3% |
| 3M | -26.0% | +6.4% | -32.4% | -28.5% |
| 6M | -2.8% | +12.6% | -15.4% | -8.8% |
| YTD | -8.8% | -20.4% | +11.6% | -0.6% |
| 1Y | -15.8% | -27.1% | +11.2% | -4.8% |
| All | +17.1% | +62.2% | -45.0% | -8.4% |
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 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