+128.5%
EEM vs KKR
+710.9%
-582.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.0% | +1.2% |
| 7D | -1.3% | -6.2% | +4.9% | +0.7% |
| 30D | +2.1% | -8.9% | +10.9% | +4.8% |
| 3M | +1.0% | +6.3% | -5.2% | -1.3% |
| 6M | +15.9% | +16.5% | -0.5% | +9.7% |
| YTD | +24.6% | -20.3% | +44.9% | +31.5% |
| 1Y | +32.3% | -29.8% | +62.1% | +44.5% |
| 3Y | +85.9% | +63.2% | +22.7% | +43.7% |
| 5Y | +45.4% | +68.0% | -22.6% | +6.0% |
| All | +128.5% | +710.9% | -582.4% | -1.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling