+728.2%
KKR vs ACWI
+226.5%
+501.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -0.6% |
| 7D | -2.2% | 0.0% | -2.2% | -2.1% |
| 30D | +0.3% | -0.6% | +0.8% | +1.3% |
| 3M | +8.8% | +4.3% | +4.6% | +2.1% |
| 6M | +14.9% | +12.7% | +2.2% | -4.9% |
| YTD | -17.9% | +13.9% | -31.8% | -32.9% |
| 1Y | -23.7% | +20.5% | -44.2% | -42.8% |
| 3Y | +69.1% | +76.5% | -7.5% | -25.8% |
| 5Y | +72.6% | +67.5% | +5.0% | -14.6% |
| 10Y | +728.2% | +231.8% | +496.4% | +71.0% |
| All | +728.2% | +226.5% | +501.7% | +71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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