+74.8%
KKR vs ACWI
+67.7%
+7.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.0% |
| 7D | -0.6% | +1.1% | -1.7% | -2.4% |
| 30D | +3.0% | -0.2% | +3.2% | +3.5% |
| 3M | +13.6% | +4.7% | +9.0% | +4.8% |
| 6M | +16.2% | +14.5% | +1.7% | -9.3% |
| YTD | -16.6% | +14.6% | -31.2% | -34.8% |
| 1Y | -23.2% | +21.4% | -44.7% | -46.0% |
| 3Y | +71.7% | +77.6% | -5.9% | -36.8% |
| 5Y | +74.8% | +68.1% | +6.7% | -23.8% |
| All | +74.8% | +67.7% | +7.1% | -23.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling