+1,750.7%
KKR vs ASX
+2,477.0%
-726.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.1% | -1.9% |
| 7D | -0.9% | -0.7% | -0.2% | -0.6% |
| 30D | +2.2% | +2.0% | +0.2% | +1.1% |
| 3M | +13.1% | -1.3% | +14.4% | +10.5% |
| 6M | +15.3% | +71.4% | -56.2% | -10.4% |
| YTD | -15.0% | +135.3% | -150.3% | -42.1% |
| 1Y | -21.0% | +267.5% | -288.5% | -55.5% |
| 3Y | +76.7% | +388.5% | -311.8% | -12.6% |
| 5Y | +74.3% | +417.1% | -342.8% | -17.8% |
| 10Y | +753.7% | +872.7% | -119.0% | +198.2% |
| All | +1,750.7% | +2,477.0% | -726.3% | +307.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling