+1,716.3%
KKR vs A
+712.2%
+1,004.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.7% | +0.8% | -0.2% |
| 7D | -0.6% | -2.1% | +1.4% | +0.6% |
| 30D | +3.0% | +0.6% | +2.4% | +2.6% |
| 3M | +13.6% | +10.9% | +2.8% | +6.0% |
| 6M | +16.2% | +28.2% | -11.9% | -2.7% |
| YTD | -16.6% | +8.6% | -25.2% | -22.5% |
| 1Y | -23.2% | +15.5% | -38.7% | -31.9% |
| 3Y | +71.7% | +31.8% | +39.9% | +36.9% |
| 5Y | +74.8% | -14.9% | +89.7% | +81.9% |
| 10Y | +711.6% | +237.8% | +473.7% | +266.6% |
| All | +1,716.3% | +712.2% | +1,004.1% | +366.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling