+66.5%
KKR vs BNY
+256.6%
-190.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -6.2% | -1.3% | -4.9% | -5.0% |
| 30D | -8.9% | -0.2% | -8.7% | -8.9% |
| 3M | +6.3% | +14.9% | -8.7% | -7.1% |
| 6M | +16.5% | +40.0% | -23.5% | -15.6% |
| YTD | -20.3% | +42.0% | -62.2% | -43.0% |
| 1Y | -29.8% | +56.9% | -86.6% | -54.3% |
| 3Y | +63.2% | +289.9% | -226.7% | -51.4% |
| All | +66.5% | +256.6% | -190.1% | -48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 5y: compounded portfolio wealth divided by compounded BNY 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…
5y analysis · Full analysis span regression · 6 months rolling