+31.2%
KKR vs BP
+113.6%
-82.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.6% |
| 7D | +1.6% | +3.8% | -2.2% | +0.4% |
| 30D | +14.5% | -5.3% | +19.8% | +16.2% |
| 3M | -15.0% | +9.3% | -24.2% | -18.5% |
| 6M | +1.0% | +7.2% | -6.2% | -3.3% |
| YTD | -22.6% | +38.0% | -60.7% | -35.0% |
| 1Y | -18.2% | +33.2% | -51.4% | -30.2% |
| 3Y | +56.4% | +50.3% | +6.1% | +23.4% |
| All | +31.2% | +113.6% | -82.4% | -14.6% |
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 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