+50.5%
COP vs KKR
-26.9%
+77.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +2.3% | -6.2% | +8.5% | +2.1% |
| 30D | +8.6% | -8.9% | +17.5% | +8.3% |
| 3M | +19.9% | +6.3% | +13.6% | +19.6% |
| 6M | +19.0% | +16.5% | +2.6% | +17.3% |
| YTD | +50.0% | -20.3% | +70.2% | +57.3% |
| 1Y | +50.5% | -29.8% | +80.3% | +54.9% |
| All | +50.5% | -26.9% | +77.4% | +54.9% |
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 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