+338.5%
COP vs KKR
+710.9%
-372.4%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +2.3% | -6.2% | +8.5% | +4.8% |
| 30D | +8.6% | -8.9% | +17.5% | +12.2% |
| 3M | +19.9% | +6.3% | +13.6% | +15.5% |
| 6M | +19.0% | +16.5% | +2.6% | +9.0% |
| YTD | +50.0% | -20.3% | +70.2% | +59.5% |
| 1Y | +50.5% | -29.8% | +80.3% | +68.0% |
| 3Y | +25.2% | +63.2% | -38.0% | -12.3% |
| 5Y | +194.3% | +68.0% | +126.3% | +87.2% |
| All | +338.5% | +710.9% | -372.4% | +31.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling