-10.0%
CRM vs KKR
-12.5%
+2.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.6% | -3.4% | +0.4% |
| 7D | -6.2% | +8.9% | -15.1% | -8.9% |
| 30D | -1.2% | +12.7% | -13.8% | -5.2% |
| 3M | +19.1% | -6.2% | +25.3% | +21.6% |
| 6M | +23.0% | -1.5% | +24.5% | +23.8% |
| YTD | -13.7% | -20.1% | +6.4% | -5.0% |
| 1Y | -10.0% | -13.7% | +3.7% | -5.0% |
| All | -10.0% | -12.5% | +2.5% | -5.0% |
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 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