+1,632.5%
KKR vs ACWI
+430.5%
+1,201.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.5% |
| 7D | +5.1% | -0.2% | +5.2% | +5.2% |
| 30D | +10.9% | -3.3% | +14.2% | +16.1% |
| 3M | -2.9% | -3.4% | +0.5% | +2.0% |
| 6M | -1.2% | +0.8% | -2.1% | -2.6% |
| YTD | -20.4% | +10.7% | -31.1% | -31.4% |
| 1Y | -15.4% | +11.6% | -27.0% | -27.8% |
| 3Y | +61.9% | +73.4% | -11.5% | -23.0% |
| 5Y | +38.3% | +60.2% | -21.9% | -22.9% |
| 10Y | +720.6% | +221.6% | +499.0% | +91.8% |
| All | +1,632.5% | +430.5% | +1,201.9% | +126.4% |
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 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