+59.6%
KKR vs ASX
+396.7%
-337.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.6% | -7.4% | -2.5% |
| 7D | -1.3% | +0.8% | -2.1% | -2.3% |
| 30D | +9.3% | -20.4% | +29.8% | +14.7% |
| 3M | -9.8% | -2.1% | -7.7% | -11.8% |
| 6M | +1.0% | +8.2% | -7.2% | -7.9% |
| YTD | -21.1% | +137.3% | -158.3% | -49.2% |
| 1Y | -17.0% | +155.0% | -172.0% | -48.2% |
| All | +59.6% | +396.7% | -337.1% | -35.0% |
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