+1,632.8%
KKR vs BNS
+289.9%
+1,342.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.9% | -3.8% |
| 7D | -8.1% | -2.2% | -5.9% | -6.4% |
| 30D | -9.1% | +4.5% | -13.6% | -12.9% |
| 3M | +6.4% | +14.9% | -8.5% | -6.1% |
| 6M | +12.6% | +32.5% | -19.9% | -12.2% |
| YTD | -20.4% | +28.6% | -49.0% | -36.5% |
| 1Y | -27.1% | +48.4% | -75.4% | -48.6% |
| 3Y | +63.8% | +130.8% | -67.0% | -22.4% |
| 5Y | +67.6% | +94.8% | -27.2% | -6.6% |
| 10Y | +702.6% | +184.3% | +518.3% | +215.5% |
| All | +1,632.8% | +289.9% | +1,342.9% | +420.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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