+696.7%
KKR vs BR
+189.7%
+507.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | -6.2% | -3.0% | -3.2% | -4.3% |
| 30D | -8.9% | -0.3% | -8.6% | -8.7% |
| 3M | +6.3% | +17.3% | -11.0% | -5.5% |
| 6M | +16.5% | -6.7% | +23.2% | +20.3% |
| YTD | -20.3% | -23.4% | +3.2% | -5.9% |
| 1Y | -29.8% | -32.7% | +2.9% | -9.2% |
| 3Y | +63.2% | -5.9% | +69.1% | +66.3% |
| 5Y | +68.0% | +8.4% | +59.5% | +52.2% |
| All | +696.7% | +189.7% | +507.0% | +320.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 10y: compounded portfolio wealth divided by compounded BR 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…
10y analysis · Full analysis span regression · 6 months rolling