+50.4%
EWZ vs KKR
+75.8%
-25.4%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.9% | +3.8% | +2.3% |
| 7D | +5.6% | -0.6% | +6.2% | +5.7% |
| 30D | +9.3% | +3.0% | +6.2% | +8.5% |
| 3M | +15.7% | +13.6% | +2.0% | +12.6% |
| 6M | +7.4% | +16.2% | -8.8% | +4.0% |
| YTD | +22.7% | -16.6% | +39.3% | +25.5% |
| 1Y | +36.4% | -23.2% | +59.6% | +41.4% |
| 3Y | +50.4% | +71.7% | -21.3% | +21.0% |
| All | +50.4% | +75.8% | -25.4% | +21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling