+64.1%
COP vs KKR
-19.3%
+83.5%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.7% |
| 7D | +4.4% | +1.6% | +2.8% | +4.6% |
| 30D | 0.0% | +14.5% | -14.6% | +0.8% |
| 3M | +15.0% | -15.0% | +30.0% | +14.7% |
| 6M | +22.0% | +1.0% | +21.0% | +22.3% |
| YTD | +55.3% | -22.6% | +78.0% | +67.6% |
| 1Y | +64.1% | -18.2% | +82.3% | +74.6% |
| All | +64.1% | -19.3% | +83.5% | +74.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling