+52.7%
EFA vs KKR
+64.7%
-12.0%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | -1.5% | -6.2% | +4.6% | +0.1% |
| 30D | -1.7% | -8.9% | +7.2% | +0.6% |
| 3M | +3.5% | +6.3% | -2.8% | +1.5% |
| 6M | +9.5% | +16.5% | -7.0% | +4.5% |
| YTD | +12.9% | -20.3% | +33.1% | +18.2% |
| 1Y | +18.2% | -29.8% | +48.0% | +27.6% |
| 3Y | +64.8% | +63.2% | +1.7% | +29.9% |
| All | +52.7% | +64.7% | -12.0% | +11.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling