+67.6%
KKR vs BB
-29.9%
+97.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.4% | -2.4% |
| 7D | -8.1% | -2.1% | -6.0% | -7.6% |
| 30D | -9.1% | -16.0% | +6.9% | -5.3% |
| 3M | +6.4% | -14.5% | +20.9% | +8.0% |
| 6M | +12.6% | +118.6% | -106.0% | -14.4% |
| YTD | -20.4% | +98.9% | -119.4% | -37.7% |
| 1Y | -27.1% | +99.5% | -126.5% | -43.7% |
| 3Y | +63.8% | +65.4% | -1.5% | +24.4% |
| 5Y | +67.6% | -27.6% | +95.3% | +60.0% |
| All | +67.6% | -29.9% | +97.5% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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