+627.7%
GEV vs KKR
+3.7%
+623.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -1.2% |
| 7D | +3.2% | -2.2% | +5.4% | +4.3% |
| 30D | -4.0% | +0.3% | -4.3% | -4.6% |
| 3M | +3.4% | +8.8% | -5.4% | -2.0% |
| 6M | +14.7% | +14.9% | -0.2% | +4.2% |
| YTD | +45.8% | -17.9% | +63.7% | +59.3% |
| 1Y | +57.4% | -23.7% | +81.1% | +79.4% |
| All | +627.7% | +3.7% | +623.9% | +609.6% |
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