+696.7%
KKR vs BAX
-38.1%
+734.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.8% |
| 7D | -6.2% | -7.9% | +1.7% | -3.2% |
| 30D | -8.9% | -11.7% | +2.8% | -4.4% |
| 3M | +6.3% | +16.2% | -9.9% | -0.3% |
| 6M | +16.5% | +32.0% | -15.5% | +3.4% |
| YTD | -20.3% | +24.7% | -45.0% | -28.5% |
| 1Y | -29.8% | -2.6% | -27.2% | -31.0% |
| 3Y | +63.2% | -35.0% | +98.2% | +82.6% |
| 5Y | +68.0% | -67.6% | +135.5% | +157.3% |
| All | +696.7% | -38.1% | +734.9% | +835.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling