+696.7%
KKR vs BIDU
-48.7%
+745.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | 0.0% |
| 7D | -6.2% | -8.1% | +1.9% | -4.1% |
| 30D | -8.9% | -12.8% | +4.0% | -5.9% |
| 3M | +6.3% | -21.3% | +27.5% | +12.2% |
| 6M | +16.5% | -27.0% | +43.4% | +24.2% |
| YTD | -20.3% | -30.0% | +9.8% | -14.5% |
| 1Y | -29.8% | -18.3% | -11.5% | -28.9% |
| 3Y | +63.2% | -33.8% | +97.0% | +68.6% |
| 5Y | +68.0% | -44.3% | +112.3% | +70.2% |
| All | +696.7% | -48.7% | +745.4% | +619.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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