+34.1%
COP vs KKR
+59.0%
-24.9%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.4% |
| 7D | +4.4% | +1.6% | +2.8% | +4.1% |
| 30D | 0.0% | +14.5% | -14.6% | -2.7% |
| 3M | +15.0% | -15.0% | +30.0% | +18.2% |
| 6M | +22.0% | +1.0% | +21.0% | +20.4% |
| YTD | +55.3% | -22.6% | +78.0% | +63.7% |
| 1Y | +64.1% | -18.2% | +82.3% | +70.0% |
| 3Y | +34.1% | +56.4% | -22.3% | +20.1% |
| All | +34.1% | +59.0% | -24.9% | +20.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling