+66.5%
KKR vs BBIO
+42.7%
+23.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -6.2% | -3.2% | -3.0% | -5.8% |
| 30D | -8.9% | -13.6% | +4.7% | -7.4% |
| 3M | +6.3% | +7.2% | -1.0% | +5.2% |
| 6M | +16.5% | +1.5% | +15.0% | +15.9% |
| YTD | -20.3% | -5.3% | -15.0% | -20.3% |
| 1Y | -29.8% | +37.7% | -67.5% | -32.9% |
| 3Y | +63.2% | +153.9% | -90.7% | +42.8% |
| All | +66.5% | +42.7% | +23.7% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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