-29.8%
KKR vs ASX
+253.7%
-283.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.3% |
| 7D | -6.2% | +5.2% | -11.4% | -6.8% |
| 30D | -8.9% | +0.5% | -9.3% | -9.0% |
| 3M | +6.3% | +8.3% | -2.1% | +4.3% |
| 6M | +16.5% | +82.0% | -65.6% | +2.5% |
| YTD | -20.3% | +147.6% | -167.9% | -31.3% |
| 1Y | -29.8% | +258.8% | -288.6% | -41.7% |
| All | -29.8% | +253.7% | -283.5% | -41.7% |
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