+72.6%
KKR vs ALL
+115.1%
-42.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -2.2% | -2.2% | 0.0% | -1.4% |
| 30D | +0.3% | -5.6% | +5.8% | +2.2% |
| 3M | +8.8% | +17.2% | -8.4% | +1.4% |
| 6M | +14.9% | +23.2% | -8.3% | +4.7% |
| YTD | -17.9% | +23.6% | -41.5% | -25.7% |
| 1Y | -23.7% | +29.2% | -52.9% | -32.3% |
| 3Y | +69.1% | +153.8% | -84.8% | +10.1% |
| 5Y | +72.6% | +116.1% | -43.5% | +27.9% |
| All | +72.6% | +115.1% | -42.6% | +27.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling