+222.9%
EWY vs KKR
+62.5%
+160.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.2% |
| 7D | -0.1% | -6.2% | +6.1% | +1.5% |
| 30D | +7.3% | -8.9% | +16.2% | +9.7% |
| 3M | -5.1% | +6.3% | -11.4% | -6.7% |
| 6M | +42.1% | +16.5% | +25.6% | +36.8% |
| YTD | +94.1% | -20.3% | +114.4% | +102.9% |
| 1Y | +147.8% | -29.8% | +177.6% | +167.1% |
| 3Y | +222.9% | +63.2% | +159.7% | +154.1% |
| All | +222.9% | +62.5% | +160.4% | +154.1% |
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