+56.4%
KKR vs BIL
+13.8%
+42.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +1.1% |
| 7D | +1.6% | +0.1% | +1.6% | +2.2% |
| 30D | +14.5% | +0.3% | +14.2% | +17.2% |
| 3M | -15.0% | +1.0% | -15.9% | -9.0% |
| 6M | +1.0% | +1.9% | -0.9% | +15.6% |
| YTD | -22.6% | +3.2% | -25.8% | -2.8% |
| 1Y | -18.2% | +3.7% | -21.9% | +8.4% |
| 3Y | +56.4% | +13.8% | +42.6% | +207.9% |
| All | +56.4% | +13.8% | +42.6% | +207.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling