+65.5%
EWZ vs KKR
+724.1%
-658.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.8% | -4.2% | -2.4% |
| 7D | +1.3% | +5.1% | -3.7% | -0.5% |
| 30D | -26.2% | +10.9% | -37.0% | -29.0% |
| 3M | -8.6% | -2.9% | -5.8% | -8.5% |
| 6M | -17.0% | -1.2% | -15.8% | -17.8% |
| YTD | +2.2% | -20.4% | +22.6% | +8.1% |
| 1Y | +2.7% | -15.4% | +18.1% | +5.8% |
| 3Y | +18.2% | +61.9% | -43.7% | -14.4% |
| 5Y | +56.0% | +38.3% | +17.8% | +15.7% |
| All | +65.5% | +724.1% | -658.6% | -38.9% |
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