+48.3%
IEMG vs KKR
+64.7%
-16.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | -1.3% | -6.2% | +4.9% | +0.2% |
| 30D | +1.9% | -8.9% | +10.8% | +4.1% |
| 3M | +1.4% | +6.3% | -4.8% | -0.4% |
| 6M | +15.2% | +16.5% | -1.3% | +10.4% |
| YTD | +23.8% | -20.3% | +44.1% | +29.3% |
| 1Y | +30.7% | -29.8% | +60.4% | +40.4% |
| 3Y | +83.3% | +63.2% | +20.1% | +46.7% |
| All | +48.3% | +64.7% | -16.4% | +10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling