-13.7%
KKR vs BP
+35.3%
-49.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -4.2% | +9.7% | +4.7% |
| 7D | +8.9% | -8.4% | +17.3% | +7.1% |
| 30D | +12.7% | +2.2% | +10.4% | +12.9% |
| 3M | -6.2% | +8.8% | -15.0% | -5.0% |
| 6M | -1.5% | -0.5% | -1.0% | -1.1% |
| YTD | -20.1% | +36.2% | -56.3% | -19.6% |
| 1Y | -13.7% | +36.6% | -50.3% | -13.6% |
| All | -13.7% | +35.3% | -49.0% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 1y: compounded portfolio wealth divided by compounded BP 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…
1y analysis · Full analysis span regression · 6 months rolling