+1,688.1%
KKR vs BR
+1,040.3%
+647.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.3% |
| 7D | -2.2% | -5.0% | +2.8% | +1.3% |
| 30D | +0.3% | -2.5% | +2.7% | +1.8% |
| 3M | +8.8% | +13.5% | -4.7% | -1.4% |
| 6M | +14.9% | -9.4% | +24.3% | +21.2% |
| YTD | -17.9% | -23.3% | +5.4% | -3.0% |
| 1Y | -23.7% | -31.6% | +7.9% | -2.0% |
| 3Y | +69.1% | -5.1% | +74.1% | +70.6% |
| 5Y | +72.6% | +8.2% | +64.4% | +56.2% |
| 10Y | +728.2% | +189.8% | +538.4% | +248.5% |
| All | +1,688.1% | +1,040.3% | +647.9% | +130.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling