+526.8%
GE vs KKR
+1,664.4%
-1,137.6%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | +0.1% |
| 7D | +1.2% | -0.6% | +1.8% | +1.4% |
| 30D | -9.5% | +3.0% | -12.5% | -11.0% |
| 3M | +4.1% | +13.6% | -9.5% | -1.7% |
| 6M | +3.9% | +16.2% | -12.3% | -3.3% |
| YTD | +9.0% | -16.6% | +25.6% | +14.7% |
| 1Y | +21.9% | -23.2% | +45.2% | +31.6% |
| 3Y | +281.8% | +71.7% | +210.1% | +184.2% |
| 5Y | +436.7% | +74.8% | +361.9% | +279.7% |
| 10Y | +151.5% | +711.6% | -560.0% | -2.7% |
| All | +526.8% | +1,664.4% | -1,137.6% | +70.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling