+639.5%
CEG vs KKR
+63.1%
+576.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.8% | +6.7% | +5.7% |
| 7D | +8.0% | -0.9% | +8.9% | +8.3% |
| 30D | +12.9% | +2.2% | +10.8% | +11.5% |
| 3M | +13.2% | +13.1% | +0.1% | +6.4% |
| 6M | -7.0% | +15.3% | -22.2% | -13.7% |
| YTD | -15.0% | -15.0% | 0.0% | -10.4% |
| 1Y | -2.7% | -21.0% | +18.3% | +5.2% |
| 3Y | +184.1% | +76.7% | +107.3% | +119.7% |
| All | +639.5% | +63.1% | +576.3% | +465.6% |
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