+1,584.4%
KKR vs A
+863.6%
+720.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.5% |
| 7D | +1.6% | -0.5% | +2.1% | +1.9% |
| 30D | +14.5% | 0.0% | +14.6% | +14.3% |
| 3M | -15.0% | +16.7% | -31.7% | -23.4% |
| 6M | +1.0% | +54.8% | -53.8% | -25.1% |
| YTD | -22.6% | +28.8% | -51.5% | -35.8% |
| 1Y | -18.2% | +19.3% | -37.5% | -28.8% |
| 3Y | +56.4% | +65.5% | -9.2% | +7.5% |
| 5Y | +29.6% | +12.1% | +17.5% | +13.2% |
| 10Y | +671.3% | +305.4% | +365.9% | +210.1% |
| All | +1,584.4% | +863.6% | +720.8% | +286.5% |
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