+68.0%
KKR vs BIL
+14.1%
+54.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -2.2% | +0.1% | -2.3% | -1.6% |
| 30D | +0.3% | +0.3% | 0.0% | +3.0% |
| 3M | +8.8% | +0.9% | +7.9% | +17.8% |
| 6M | +14.9% | +1.8% | +13.1% | +33.0% |
| YTD | -17.9% | +2.5% | -20.3% | +1.0% |
| 1Y | -23.7% | +3.7% | -27.4% | +7.4% |
| All | +68.0% | +14.1% | +54.0% | +426.8% |
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