+1,750.7%
KKR vs ACWI
+451.9%
+1,298.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -0.9% | +0.5% | -1.4% | -1.5% |
| 30D | +2.2% | +0.9% | +1.3% | +1.0% |
| 3M | +13.1% | +2.4% | +10.7% | +9.2% |
| 6M | +15.3% | +12.4% | +2.9% | -2.9% |
| YTD | -15.0% | +15.2% | -30.2% | -30.6% |
| 1Y | -21.0% | +22.7% | -43.7% | -41.1% |
| 3Y | +76.7% | +75.8% | +0.9% | -17.3% |
| 5Y | +74.3% | +67.7% | +6.6% | -8.7% |
| 10Y | +753.7% | +229.0% | +524.7% | +92.9% |
| All | +1,750.7% | +451.9% | +1,298.8% | +128.9% |
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