-18.2%
KKR vs ASX
+137.8%
-156.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.9% | +1.1% |
| 7D | +1.6% | +12.4% | -10.8% | +0.2% |
| 30D | +14.5% | -19.8% | +34.4% | +17.1% |
| 3M | -15.0% | -10.3% | -4.6% | -14.8% |
| 6M | +1.0% | +1.2% | -0.2% | -3.0% |
| YTD | -22.6% | +123.0% | -145.7% | -42.5% |
| 1Y | -18.2% | +145.4% | -163.6% | -42.6% |
| All | -18.2% | +137.8% | -156.0% | -42.6% |
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