+85.5%
ETN vs KKR
+62.5%
+23.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.8% | +3.9% |
| 7D | +3.5% | -6.2% | +9.7% | +6.4% |
| 30D | -7.5% | -8.9% | +1.3% | -3.9% |
| 3M | +8.3% | +6.3% | +2.1% | +4.9% |
| 6M | +20.2% | +16.5% | +3.7% | +10.8% |
| YTD | +34.7% | -20.3% | +54.9% | +46.6% |
| 1Y | +19.4% | -29.8% | +49.2% | +37.9% |
| 3Y | +85.5% | +63.2% | +22.3% | +42.4% |
| All | +85.5% | +62.5% | +23.0% | +42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling