+8.1%
EWZ vs KKR
-12.5%
+20.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.6% | -3.9% | +1.1% |
| 7D | -4.1% | +8.9% | -13.0% | -4.9% |
| 30D | -25.0% | +12.7% | -37.6% | -25.9% |
| 3M | -10.6% | -6.2% | -4.5% | -10.0% |
| 6M | -16.6% | -1.5% | -15.1% | -16.8% |
| YTD | +2.5% | -20.1% | +22.5% | +3.3% |
| 1Y | +8.1% | -13.7% | +21.8% | +6.7% |
| All | +8.1% | -12.5% | +20.5% | +6.7% |
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