+70.8%
CDNS vs KKR
+66.4%
+4.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +1.6% |
| 7D | -6.5% | -8.1% | +1.6% | -2.6% |
| 30D | -13.0% | -9.1% | -3.9% | -9.0% |
| 3M | -26.0% | +6.4% | -32.4% | -28.8% |
| 6M | -2.8% | +12.6% | -15.4% | -9.4% |
| YTD | -8.8% | -20.4% | +11.6% | +0.2% |
| 1Y | -15.8% | -27.1% | +11.2% | -3.9% |
| 3Y | +19.7% | +63.8% | -44.1% | -15.1% |
| 5Y | +70.8% | +67.6% | +3.1% | +15.3% |
| All | +70.8% | +66.4% | +4.3% | +15.3% |
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