+172.4%
CEG vs KKR
+67.4%
+105.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.2% | -1.0% |
| 7D | +1.3% | -2.2% | +3.5% | +2.3% |
| 30D | +8.8% | +0.3% | +8.6% | +8.3% |
| 3M | +17.0% | +8.8% | +8.2% | +11.3% |
| 6M | -8.7% | +14.9% | -23.6% | -16.0% |
| YTD | -16.4% | -17.9% | +1.4% | -9.6% |
| 1Y | -1.8% | -23.7% | +21.9% | +9.5% |
| All | +172.4% | +67.4% | +105.1% | +130.4% |
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