+695.1%
KKR vs ALL
+361.5%
+333.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.7% |
| 7D | -8.1% | -4.3% | -3.8% | -6.0% |
| 30D | -9.1% | -3.6% | -5.5% | -7.4% |
| 3M | +6.4% | +13.2% | -6.8% | -1.6% |
| 6M | +12.6% | +22.5% | -9.9% | -0.7% |
| YTD | -20.4% | +22.7% | -43.2% | -30.4% |
| 1Y | -27.1% | +28.3% | -55.4% | -37.9% |
| 3Y | +63.8% | +152.0% | -88.2% | -9.0% |
| 5Y | +67.6% | +115.4% | -47.8% | -0.6% |
| All | +695.1% | +361.5% | +333.5% | +186.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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