+1,632.8%
KKR vs BBY
+336.4%
+1,296.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.2% | -3.1% |
| 7D | -8.1% | +0.7% | -8.8% | -8.3% |
| 30D | -9.1% | +5.8% | -14.9% | -10.9% |
| 3M | +6.4% | +18.0% | -11.7% | +0.3% |
| 6M | +12.6% | +39.8% | -27.3% | -0.5% |
| YTD | -20.4% | +35.4% | -55.8% | -29.1% |
| 1Y | -27.1% | +21.4% | -48.5% | -32.8% |
| 3Y | +63.8% | +39.5% | +24.3% | +41.3% |
| 5Y | +67.6% | -0.5% | +68.1% | +57.2% |
| 10Y | +702.6% | +240.0% | +462.6% | +445.0% |
| All | +1,632.8% | +336.4% | +1,296.4% | +960.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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