+72.6%
KKR vs BP
+141.6%
-69.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.3% | -2.2% |
| 7D | -2.2% | +4.0% | -6.2% | -3.6% |
| 30D | +0.3% | +7.8% | -7.6% | -2.6% |
| 3M | +8.8% | +8.4% | +0.4% | +4.9% |
| 6M | +14.9% | +15.1% | -0.2% | +6.8% |
| YTD | -17.9% | +36.4% | -54.3% | -29.7% |
| 1Y | -23.7% | +40.9% | -64.6% | -36.0% |
| 3Y | +69.1% | +38.8% | +30.2% | +40.1% |
| 5Y | +72.6% | +141.1% | -68.5% | +11.7% |
| All | +72.6% | +141.6% | -69.0% | +11.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling