+68.0%
KKR vs ASX
+471.1%
-403.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.5% | -5.1% | -2.7% |
| 7D | -2.2% | +11.1% | -13.3% | -5.6% |
| 30D | +0.3% | +9.6% | -9.4% | -3.0% |
| 3M | +8.8% | +18.6% | -9.8% | +0.1% |
| 6M | +14.9% | +92.1% | -77.2% | -15.7% |
| YTD | -17.9% | +158.5% | -176.4% | -47.7% |
| 1Y | -23.7% | +271.9% | -295.6% | -59.9% |
| All | +68.0% | +471.1% | -403.0% | -36.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling