+1,284.2%
CLS vs KKR
+67.4%
+1,216.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +2.1% |
| 7D | +20.1% | -2.2% | +22.3% | +21.9% |
| 30D | +6.0% | +0.3% | +5.8% | +5.3% |
| 3M | -10.3% | +8.8% | -19.1% | -16.0% |
| 6M | +24.5% | +14.9% | +9.6% | +11.2% |
| YTD | +12.9% | -17.9% | +30.7% | +25.0% |
| 1Y | +36.7% | -23.7% | +60.4% | +58.9% |
| All | +1,284.2% | +67.4% | +1,216.9% | +789.1% |
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 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