+457.2%
GS vs KKR
+753.6%
-296.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | -1.0% |
| 7D | +1.6% | +5.1% | -3.5% | -0.9% |
| 30D | +1.7% | +10.9% | -9.2% | -3.8% |
| 3M | -11.6% | -2.9% | -8.7% | -10.9% |
| 6M | -1.9% | -1.2% | -0.7% | -2.4% |
| YTD | +5.1% | -20.4% | +25.5% | +15.4% |
| 1Y | +16.4% | -15.4% | +31.8% | +23.6% |
| 3Y | +199.0% | +61.9% | +137.0% | +115.7% |
| 5Y | +157.4% | +38.3% | +119.2% | +92.3% |
| 10Y | +457.2% | +720.6% | -263.4% | +41.8% |
| All | +457.2% | +753.6% | -296.3% | +41.8% |
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