+32.2%
KKR vs ASX
+529.2%
-497.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.6% | -7.4% | -3.2% |
| 7D | -1.3% | +0.8% | -2.1% | -2.9% |
| 30D | +9.3% | -20.4% | +29.8% | +16.5% |
| 3M | -9.8% | -2.1% | -7.7% | -12.8% |
| 6M | +1.0% | +8.2% | -7.2% | -11.0% |
| YTD | -21.1% | +137.3% | -158.3% | -54.6% |
| 1Y | -17.0% | +155.0% | -172.0% | -54.1% |
| 3Y | +60.6% | +397.9% | -337.3% | -44.2% |
| All | +32.2% | +529.2% | -497.0% | -62.0% |
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 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