+695.1%
KKR vs ASX
+974.7%
-279.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.3% | +0.2% | -1.8% |
| 7D | -8.1% | +6.5% | -14.6% | -10.5% |
| 30D | -9.1% | +3.1% | -12.2% | -10.6% |
| 3M | +6.4% | +17.4% | -11.0% | -3.1% |
| 6M | +12.6% | +85.4% | -72.9% | -17.5% |
| YTD | -20.4% | +150.1% | -170.5% | -49.2% |
| 1Y | -27.1% | +256.3% | -283.3% | -60.7% |
| 3Y | +63.8% | +446.9% | -383.0% | -28.8% |
| 5Y | +67.6% | +447.1% | -379.5% | -30.0% |
| All | +695.1% | +974.7% | -279.6% | +134.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling