+651.4%
KKR vs ACWI
+224.5%
+427.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +1.3% |
| 7D | +1.6% | +2.4% | -0.8% | -2.2% |
| 30D | +14.5% | -1.7% | +16.2% | +17.2% |
| 3M | -15.0% | -3.9% | -11.0% | -9.7% |
| 6M | +1.0% | +0.8% | +0.2% | -0.4% |
| YTD | -22.6% | +11.0% | -33.7% | -34.4% |
| 1Y | -18.2% | +13.1% | -31.3% | -32.5% |
| 3Y | +56.4% | +73.9% | -17.5% | -30.4% |
| 5Y | +29.6% | +59.0% | -29.5% | -31.4% |
| All | +651.4% | +224.5% | +427.0% | +47.4% |
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