+1,980.9%
CLS vs KKR
+29.5%
+1,951.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.9% | -6.3% | -5.9% |
| 7D | +16.3% | +1.6% | +14.7% | +15.0% |
| 30D | -25.7% | +14.5% | -40.2% | -32.2% |
| 3M | -30.9% | -15.0% | -15.9% | -25.0% |
| 6M | -35.5% | +1.0% | -36.5% | -37.5% |
| YTD | -18.7% | -22.6% | +4.0% | -9.4% |
| 1Y | -17.9% | -18.2% | +0.3% | -11.7% |
| 3Y | +838.1% | +56.4% | +781.7% | +598.8% |
| All | +1,980.9% | +29.5% | +1,951.4% | +1,453.7% |
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