+72.6%
KKR vs ASX
+490.0%
-417.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.5% | -5.1% | -3.0% |
| 7D | -2.2% | +11.1% | -13.3% | -6.5% |
| 30D | +0.3% | +9.6% | -9.4% | -4.0% |
| 3M | +8.8% | +18.6% | -9.8% | -2.2% |
| 6M | +14.9% | +92.1% | -77.2% | -20.9% |
| YTD | -17.9% | +158.5% | -176.4% | -52.0% |
| 1Y | -23.7% | +271.9% | -295.6% | -64.0% |
| 3Y | +69.1% | +465.2% | -396.2% | -40.5% |
| 5Y | +72.6% | +479.4% | -406.9% | -46.1% |
| All | +72.6% | +490.0% | -417.5% | -46.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling