+22.1%
EWZ vs KKR
+59.8%
-37.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | +1.7% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | -25.1% | +7.9% | -33.0% | -26.1% |
| 3M | -7.7% | -4.4% | -3.3% | -7.4% |
| 6M | -15.8% | -4.0% | -11.9% | -15.8% |
| YTD | +3.6% | -22.6% | +26.2% | +7.0% |
| 1Y | +5.5% | -18.6% | +24.1% | +7.8% |
| 3Y | +22.1% | +60.6% | -38.5% | +9.5% |
| All | +22.1% | +59.8% | -37.7% | +9.5% |
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