-13.7%
KKR vs ASX
+144.4%
-158.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -3.9% | +9.5% | +6.0% |
| 7D | +8.9% | -14.6% | +23.5% | +11.0% |
| 30D | +12.7% | -21.1% | +33.7% | +15.9% |
| 3M | -6.2% | -3.1% | -3.1% | -6.6% |
| 6M | -1.5% | +17.4% | -18.9% | -8.3% |
| YTD | -20.1% | +135.3% | -155.4% | -38.7% |
| 1Y | -13.7% | +146.5% | -160.2% | -34.3% |
| All | -13.7% | +144.4% | -158.1% | -34.3% |
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