+244.9%
GS vs KKR
+80.0%
+164.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | +0.9% |
| 7D | +0.9% | -0.9% | +1.8% | +1.3% |
| 30D | -1.6% | +2.2% | -3.7% | -3.0% |
| 3M | -4.5% | +13.1% | -17.5% | -10.7% |
| 6M | +20.9% | +15.3% | +5.6% | +11.1% |
| YTD | +19.9% | -15.0% | +34.9% | +27.6% |
| 1Y | +41.4% | -21.0% | +62.4% | +55.2% |
| All | +244.9% | +80.0% | +164.9% | +155.3% |
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 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