+4,360.1%
CDNS vs KKR
+1,664.4%
+2,695.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.9% | -1.1% | -2.1% |
| 7D | -9.2% | -0.6% | -8.6% | -9.0% |
| 30D | -16.3% | +3.0% | -19.3% | -17.5% |
| 3M | -27.9% | +13.6% | -41.6% | -32.2% |
| 6M | -4.3% | +16.2% | -20.5% | -11.1% |
| YTD | -9.1% | -16.6% | +7.5% | -3.1% |
| 1Y | -21.2% | -23.2% | +2.0% | -13.4% |
| 3Y | +19.4% | +71.7% | -52.3% | -10.1% |
| 5Y | +71.6% | +74.8% | -3.2% | +24.8% |
| 10Y | +1,005.1% | +711.6% | +293.5% | +332.9% |
| All | +4,360.1% | +1,664.4% | +2,695.7% | +1,066.7% |
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