+147.5%
GE vs KKR
+710.9%
-563.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -4.0% | -6.2% | +2.2% | -1.3% |
| 30D | -11.4% | -8.9% | -2.6% | -8.0% |
| 3M | -2.6% | +6.3% | -8.9% | -6.0% |
| 6M | -0.3% | +16.5% | -16.8% | -8.2% |
| YTD | +5.4% | -20.3% | +25.6% | +13.7% |
| 1Y | +15.5% | -29.8% | +45.3% | +31.1% |
| 3Y | +260.8% | +63.2% | +197.6% | +159.0% |
| 5Y | +421.6% | +68.0% | +353.7% | +247.6% |
| All | +147.5% | +710.9% | -563.4% | -16.5% |
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 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