+1,716.3%
KKR vs BLDR
+2,279.5%
-563.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.9% | +3.0% | -0.4% |
| 7D | -0.6% | -0.3% | -0.3% | -0.6% |
| 30D | +3.0% | -16.2% | +19.2% | +8.3% |
| 3M | +13.6% | -14.4% | +28.1% | +17.7% |
| 6M | +16.2% | -32.8% | +49.0% | +28.2% |
| YTD | -16.6% | -39.2% | +22.6% | -5.8% |
| 1Y | -23.2% | -57.7% | +34.5% | -4.1% |
| 3Y | +71.7% | -55.3% | +127.0% | +104.2% |
| 5Y | +74.8% | +15.6% | +59.2% | +57.9% |
| 10Y | +711.6% | +359.8% | +351.8% | +384.0% |
| All | +1,716.3% | +2,279.5% | -563.2% | +487.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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