+141.5%
EEM vs KKR
+1,637.1%
-1,495.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.0% | 0.0% |
| 7D | +2.0% | -2.2% | +4.2% | +2.7% |
| 30D | +5.1% | +0.3% | +4.8% | +4.7% |
| 3M | +4.6% | +8.8% | -4.2% | +1.2% |
| 6M | +17.8% | +14.9% | +2.9% | +11.4% |
| YTD | +25.8% | -17.9% | +43.7% | +32.0% |
| 1Y | +36.4% | -23.7% | +60.1% | +45.7% |
| 3Y | +90.0% | +69.1% | +20.9% | +43.9% |
| 5Y | +46.6% | +72.6% | -26.0% | +5.1% |
| 10Y | +132.3% | +728.2% | -596.0% | -14.5% |
| All | +141.5% | +1,637.1% | -1,495.5% | -38.9% |
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 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