+1,750.7%
KKR vs BIL
+24.9%
+1,725.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.9% | -1.8% |
| 7D | -0.9% | +0.1% | -1.0% | -0.7% |
| 30D | +2.2% | +0.3% | +1.8% | +2.7% |
| 3M | +13.1% | +0.9% | +12.1% | +14.7% |
| 6M | +15.3% | +1.8% | +13.4% | +18.3% |
| YTD | -15.0% | +2.4% | -17.5% | -12.1% |
| 1Y | -21.0% | +3.7% | -24.7% | -17.1% |
| 3Y | +76.7% | +14.2% | +62.5% | +90.5% |
| 5Y | +74.3% | +19.4% | +54.9% | +95.1% |
| 10Y | +753.7% | +25.2% | +728.5% | +924.2% |
| All | +1,750.7% | +24.9% | +1,725.8% | +2,066.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling