+261.3%
GE vs KKR
+62.2%
+199.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | +0.7% |
| 7D | -2.8% | -8.1% | +5.3% | 0.0% |
| 30D | -11.9% | -9.1% | -2.8% | -9.3% |
| 3M | +1.8% | +6.4% | -4.5% | -0.9% |
| 6M | -0.6% | +12.6% | -13.2% | -5.7% |
| YTD | +5.5% | -20.4% | +25.9% | +12.6% |
| 1Y | +15.0% | -27.1% | +42.0% | +26.0% |
| All | +261.3% | +62.2% | +199.1% | +185.4% |
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