+392.1%
EWY vs KKR
+1,583.3%
-1,191.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.1% | -1.1% | -3.1% |
| 7D | +1.2% | -8.1% | +9.3% | +4.3% |
| 30D | +9.3% | -9.1% | +18.4% | +12.9% |
| 3M | +2.4% | +6.4% | -3.9% | -0.1% |
| 6M | +40.3% | +12.6% | +27.7% | +33.7% |
| YTD | +88.0% | -20.4% | +108.4% | +100.8% |
| 1Y | +143.8% | -27.1% | +170.9% | +166.8% |
| 3Y | +217.8% | +63.8% | +153.9% | +142.3% |
| 5Y | +142.7% | +67.6% | +75.1% | +75.6% |
| 10Y | +291.7% | +702.6% | -410.9% | +46.2% |
| All | +392.1% | +1,583.3% | -1,191.2% | +24.8% |
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