+142.8%
EFA vs KKR
+710.9%
-568.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | -1.5% | -6.2% | +4.6% | +0.3% |
| 30D | -1.7% | -8.9% | +7.2% | +0.9% |
| 3M | +3.5% | +6.3% | -2.8% | +1.2% |
| 6M | +9.5% | +16.5% | -7.0% | +3.7% |
| YTD | +12.9% | -20.3% | +33.1% | +18.9% |
| 1Y | +18.2% | -29.8% | +48.0% | +28.8% |
| 3Y | +64.8% | +63.2% | +1.7% | +29.1% |
| 5Y | +53.9% | +68.0% | -14.1% | +14.4% |
| All | +142.8% | +710.9% | -568.1% | +12.6% |
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