-21.0%
KKR vs ASX
+272.9%
-293.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.1% | -1.9% |
| 7D | -0.9% | -0.7% | -0.2% | -0.8% |
| 30D | +2.2% | +2.0% | +0.2% | +1.8% |
| 3M | +13.1% | -1.3% | +14.4% | +12.3% |
| 6M | +15.3% | +71.4% | -56.2% | +2.5% |
| YTD | -15.0% | +135.3% | -150.3% | -26.4% |
| 1Y | -21.0% | +267.5% | -288.5% | -35.8% |
| All | -21.0% | +272.9% | -293.9% | -35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 1y: compounded portfolio wealth divided by compounded ASX 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…
1y analysis · Full analysis span regression · 6 months rolling