+520.6%
CIEN vs KKR
+66.4%
+454.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | +0.4% |
| 7D | +5.4% | -8.1% | +13.5% | +9.3% |
| 30D | -13.7% | -9.1% | -4.6% | -10.2% |
| 3M | -23.0% | +6.4% | -29.4% | -26.0% |
| 6M | -0.8% | +12.6% | -13.4% | -8.4% |
| YTD | +43.1% | -20.4% | +63.5% | +53.6% |
| 1Y | +157.6% | -27.1% | +184.7% | +187.8% |
| 3Y | +593.8% | +63.8% | +530.0% | +411.2% |
| 5Y | +520.6% | +67.6% | +453.0% | +313.1% |
| All | +520.6% | +66.4% | +454.1% | +313.1% |
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