-6.1%
CELH vs KKR
+64.7%
-70.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.1% |
| 7D | -11.2% | -6.2% | -5.0% | -8.3% |
| 30D | -1.4% | -8.9% | +7.4% | +3.1% |
| 3M | -4.2% | +6.3% | -10.4% | -7.5% |
| 6M | -40.5% | +16.5% | -56.9% | -45.7% |
| YTD | -40.5% | -20.3% | -20.2% | -35.1% |
| 1Y | -53.0% | -29.8% | -23.2% | -45.5% |
| 3Y | -59.1% | +63.2% | -122.2% | -78.2% |
| All | -6.1% | +64.7% | -70.8% | -52.1% |
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