+166.4%
IWM vs KKR
+710.9%
-544.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -2.4% | -6.2% | +3.8% | +0.3% |
| 30D | -4.6% | -8.9% | +4.3% | -0.9% |
| 3M | -0.3% | +6.3% | -6.6% | -3.7% |
| 6M | +14.7% | +16.5% | -1.7% | +5.8% |
| YTD | +17.8% | -20.3% | +38.1% | +27.3% |
| 1Y | +21.2% | -29.8% | +51.0% | +37.9% |
| 3Y | +62.3% | +63.2% | -0.8% | +18.5% |
| 5Y | +38.7% | +68.0% | -29.2% | -4.9% |
| All | +166.4% | +710.9% | -544.5% | -9.0% |
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