+66.5%
EWZ vs KKR
+670.8%
-604.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.1% |
| 7D | +0.8% | +1.6% | -0.9% | +0.2% |
| 30D | -24.4% | +14.5% | -38.9% | -28.1% |
| 3M | -4.6% | -15.0% | +10.4% | +0.4% |
| 6M | -11.6% | +1.0% | -12.6% | -13.1% |
| YTD | +2.4% | -22.6% | +25.0% | +9.5% |
| 1Y | +2.1% | -18.2% | +20.3% | +6.5% |
| 3Y | +18.7% | +56.4% | -37.7% | -13.0% |
| 5Y | +54.2% | +29.6% | +24.6% | +17.7% |
| All | +66.5% | +670.8% | -604.3% | -38.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling