+393.6%
COHR vs KKR
+64.7%
+328.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.0% |
| 7D | +8.3% | -6.2% | +14.5% | +12.9% |
| 30D | -14.1% | -8.9% | -5.3% | -9.6% |
| 3M | -16.0% | +6.3% | -22.3% | -21.2% |
| 6M | +21.5% | +16.5% | +5.0% | +5.0% |
| YTD | +65.4% | -20.3% | +85.7% | +83.4% |
| 1Y | +195.0% | -29.8% | +224.8% | +257.7% |
| 3Y | +830.2% | +63.2% | +767.0% | +527.1% |
| All | +393.6% | +64.7% | +328.8% | +197.9% |
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