+1,618.7%
KKR vs ACWI
+436.7%
+1,182.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.0% | -2.5% |
| 7D | -1.3% | -0.7% | -0.6% | -0.5% |
| 30D | +9.3% | -2.0% | +11.3% | +12.3% |
| 3M | -9.8% | -2.2% | -7.7% | -7.0% |
| 6M | +1.0% | +1.9% | -0.9% | -1.9% |
| YTD | -21.1% | +12.0% | -33.1% | -33.0% |
| 1Y | -17.0% | +12.5% | -29.5% | -30.0% |
| 3Y | +60.6% | +75.4% | -14.8% | -24.8% |
| 5Y | +33.6% | +61.5% | -27.9% | -26.5% |
| 10Y | +687.0% | +227.1% | +459.9% | +79.7% |
| All | +1,618.7% | +436.7% | +1,182.0% | +120.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling