+1,584.4%
KKR vs BBWI
+133.7%
+1,450.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.4% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | +14.5% | +12.9% | +1.7% | +10.4% |
| 3M | -15.0% | +16.0% | -31.0% | -19.5% |
| 6M | +1.0% | +16.6% | -15.6% | -5.7% |
| YTD | -22.6% | +9.7% | -32.4% | -27.3% |
| 1Y | -18.2% | +1.5% | -19.7% | -22.6% |
| 3Y | +56.4% | -21.4% | +77.7% | +52.3% |
| 5Y | +29.6% | -67.6% | +97.1% | +58.6% |
| 10Y | +671.3% | -46.8% | +718.1% | +587.5% |
| All | +1,584.4% | +133.7% | +1,450.6% | +515.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling