+696.7%
KKR vs BBWI
-55.0%
+751.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.4% | -6.2% | -1.6% |
| 7D | -6.2% | -4.8% | -1.4% | -5.0% |
| 30D | -8.9% | +3.5% | -12.3% | -10.1% |
| 3M | +6.3% | -0.3% | +6.6% | +5.2% |
| 6M | +16.5% | -5.4% | +21.8% | +15.5% |
| YTD | -20.3% | -4.7% | -15.5% | -21.3% |
| 1Y | -29.8% | -30.5% | +0.7% | -25.6% |
| 3Y | +63.2% | -44.3% | +107.5% | +76.4% |
| 5Y | +68.0% | -66.9% | +134.8% | +101.6% |
| All | +696.7% | -55.0% | +751.7% | +595.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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