+19.3%
ETN vs KKR
-20.0%
+39.3%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.8% | +5.3% | +3.9% |
| 7D | +2.0% | -0.9% | +2.9% | +2.2% |
| 30D | -7.9% | +2.2% | -10.1% | -8.6% |
| 3M | -1.6% | +13.1% | -14.7% | -4.8% |
| 6M | +16.9% | +15.3% | +1.6% | +12.2% |
| YTD | +30.1% | -15.0% | +45.1% | +32.7% |
| 1Y | +19.3% | -21.0% | +40.3% | +21.8% |
| All | +19.3% | -20.0% | +39.3% | +21.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling