-13.7%
KKR vs BAX
+46.0%
-59.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +4.0% | +1.6% | +4.5% |
| 7D | +8.9% | +4.1% | +4.8% | +7.5% |
| 30D | +12.7% | +9.4% | +3.2% | +9.6% |
| 3M | -6.2% | -6.5% | +0.3% | -4.6% |
| 6M | -1.5% | +59.6% | -61.1% | -13.5% |
| YTD | -20.1% | +38.9% | -58.9% | -29.4% |
| 1Y | -13.7% | +48.0% | -61.7% | -26.3% |
| All | -13.7% | +46.0% | -59.8% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 1y: compounded portfolio wealth divided by compounded BAX 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…
1y analysis · Full analysis span regression · 6 months rolling