+68.0%
KKR vs A
+29.6%
+38.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.1% | -0.8% |
| 7D | -2.2% | -4.4% | +2.2% | +0.1% |
| 30D | +0.3% | -2.7% | +2.9% | +1.6% |
| 3M | +8.8% | +7.0% | +1.8% | +4.6% |
| 6M | +14.9% | +24.6% | -9.7% | +0.3% |
| YTD | -17.9% | +7.0% | -24.9% | -21.4% |
| 1Y | -23.7% | +15.6% | -39.3% | -30.8% |
| All | +68.0% | +29.6% | +38.5% | +37.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling