+91.2%
EWZ vs KKR
+709.2%
-618.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.1% | +4.4% | +2.4% |
| 7D | +1.1% | -8.1% | +9.2% | +4.1% |
| 30D | +13.5% | -9.1% | +22.6% | +17.1% |
| 3M | +15.2% | +6.4% | +8.9% | +11.7% |
| 6M | +3.7% | +12.6% | -8.8% | -1.9% |
| YTD | +22.5% | -20.4% | +43.0% | +30.2% |
| 1Y | +35.3% | -27.1% | +62.3% | +47.4% |
| 3Y | +50.2% | +63.8% | -13.6% | +8.7% |
| 5Y | +64.6% | +67.6% | -3.0% | +9.5% |
| All | +91.2% | +709.2% | -618.0% | -26.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling