+1,716.3%
KKR vs BB
-85.7%
+1,802.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.2% | -4.1% | -2.2% |
| 7D | -0.6% | +0.5% | -1.1% | -0.7% |
| 30D | +3.0% | -12.4% | +15.4% | +5.3% |
| 3M | +13.6% | -15.3% | +28.9% | +15.3% |
| 6M | +16.2% | +128.8% | -112.6% | -3.2% |
| YTD | -16.6% | +107.7% | -124.2% | -29.1% |
| 1Y | -23.2% | +103.9% | -127.1% | -35.0% |
| 3Y | +71.7% | +72.6% | -0.9% | +43.1% |
| 5Y | +74.8% | -24.3% | +99.1% | +62.3% |
| 10Y | +711.6% | +3.1% | +708.4% | +479.9% |
| All | +1,716.3% | -85.7% | +1,802.0% | +1,520.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling