-13.7%
KKR vs BIL
+3.0%
-16.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | 0.0% | +5.6% | +5.6% |
| 7D | +8.9% | -0.3% | +9.2% | +7.0% |
| 30D | +12.7% | 0.0% | +12.7% | +10.5% |
| 3M | -6.2% | +0.3% | -6.5% | -6.0% |
| 6M | -1.5% | +1.2% | -2.7% | -2.8% |
| YTD | -20.1% | +2.4% | -22.5% | -29.9% |
| 1Y | -13.7% | +3.0% | -16.7% | -25.2% |
| All | -13.7% | +3.0% | -16.7% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 1y: compounded portfolio wealth divided by compounded BIL 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…
1y analysis · Full analysis span regression · 6 months rolling