+696.7%
KKR vs A
+256.4%
+440.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.5% | -1.5% |
| 7D | -6.2% | -2.6% | -3.6% | -4.6% |
| 30D | -8.9% | -0.9% | -8.0% | -8.5% |
| 3M | +6.3% | +13.6% | -7.4% | -2.9% |
| 6M | +16.5% | +27.8% | -11.4% | -3.5% |
| YTD | -20.3% | +8.6% | -28.9% | -26.2% |
| 1Y | -29.8% | +16.9% | -46.7% | -38.8% |
| 3Y | +63.2% | +32.9% | +30.3% | +25.8% |
| 5Y | +68.0% | -14.1% | +82.1% | +73.4% |
| All | +696.7% | +256.4% | +440.3% | +263.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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