+950.1%
CRM vs KKR
+1,586.8%
-636.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.9% |
| 7D | -4.4% | -6.2% | +1.7% | -1.7% |
| 30D | +28.1% | -8.9% | +37.0% | +33.6% |
| 3M | +48.8% | +6.3% | +42.6% | +44.0% |
| 6M | +28.3% | +16.5% | +11.8% | +18.3% |
| YTD | -6.0% | -20.3% | +14.2% | +2.1% |
| 1Y | +1.4% | -29.8% | +31.2% | +15.7% |
| 3Y | +11.8% | +63.2% | -51.3% | -17.5% |
| 5Y | -2.0% | +68.0% | -70.0% | -30.7% |
| 10Y | +239.6% | +704.3% | -464.7% | +17.0% |
| All | +950.1% | +1,586.8% | -636.7% | +131.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling