+164.3%
EWY vs KKR
-20.0%
+184.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.8% | +6.5% | +5.0% |
| 7D | +4.8% | -0.9% | +5.7% | +5.0% |
| 30D | +11.7% | +2.2% | +9.5% | +10.9% |
| 3M | -7.4% | +13.1% | -20.5% | -9.9% |
| 6M | +40.6% | +15.3% | +25.3% | +36.3% |
| YTD | +94.3% | -15.0% | +109.3% | +94.8% |
| 1Y | +164.3% | -21.0% | +185.3% | +171.9% |
| All | +164.3% | -20.0% | +184.2% | +171.9% |
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