+240.0%
GM vs KKR
+1,249.4%
-1,009.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.1% | +5.9% | +4.3% |
| 7D | -1.1% | -8.1% | +7.0% | +3.0% |
| 30D | -3.4% | -9.1% | +5.7% | +0.9% |
| 3M | +8.7% | +6.4% | +2.3% | +4.7% |
| 6M | +15.4% | +12.6% | +2.9% | +7.5% |
| YTD | +6.6% | -20.4% | +27.0% | +16.1% |
| 1Y | +51.5% | -27.1% | +78.5% | +71.3% |
| 3Y | +169.3% | +63.8% | +105.5% | +88.9% |
| 5Y | +81.6% | +67.6% | +13.9% | +22.2% |
| 10Y | +240.7% | +702.6% | -462.0% | +8.5% |
| All | +240.0% | +1,249.4% | -1,009.4% | -17.3% |
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