+235.4%
EFA vs KKR
+1,637.1%
-1,401.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.4% | -0.6% |
| 7D | -0.5% | -2.2% | +1.7% | +0.2% |
| 30D | -1.3% | +0.3% | -1.6% | -1.7% |
| 3M | +5.2% | +8.8% | -3.6% | +1.9% |
| 6M | +9.4% | +14.9% | -5.6% | +3.7% |
| YTD | +12.7% | -17.9% | +30.6% | +17.9% |
| 1Y | +19.3% | -23.7% | +43.0% | +27.0% |
| 3Y | +66.3% | +69.1% | -2.7% | +28.5% |
| 5Y | +53.4% | +72.6% | -19.2% | +12.9% |
| 10Y | +144.4% | +728.2% | -583.8% | -2.0% |
| All | +235.4% | +1,637.1% | -1,401.6% | -8.8% |
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