+3,590.9%
CLS vs KKR
+1,664.4%
+1,926.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.9% | +7.5% | +6.6% |
| 7D | +12.8% | -0.6% | +13.4% | +13.2% |
| 30D | +3.8% | +3.0% | +0.8% | +2.0% |
| 3M | -14.6% | +13.6% | -28.3% | -20.3% |
| 6M | +32.2% | +16.2% | +16.0% | +21.4% |
| YTD | +11.6% | -16.6% | +28.2% | +18.6% |
| 1Y | +35.1% | -23.2% | +58.3% | +48.6% |
| 3Y | +1,312.5% | +71.7% | +1,240.8% | +992.4% |
| 5Y | +3,542.1% | +74.8% | +3,467.2% | +2,600.3% |
| 10Y | +2,944.0% | +711.6% | +2,232.4% | +1,078.3% |
| All | +3,590.9% | +1,664.4% | +1,926.5% | +852.8% |
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