+696.7%
KKR vs BRKR
+155.3%
+541.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.5% | +0.3% |
| 7D | -6.2% | -8.7% | +2.5% | -2.8% |
| 30D | -8.9% | -9.9% | +1.0% | -5.3% |
| 3M | +6.3% | -3.1% | +9.4% | +4.4% |
| 6M | +16.5% | +45.5% | -29.0% | -6.4% |
| YTD | -20.3% | +13.7% | -33.9% | -29.1% |
| 1Y | -29.8% | +67.4% | -97.2% | -48.4% |
| 3Y | +63.2% | -13.2% | +76.4% | +49.7% |
| 5Y | +68.0% | -39.5% | +107.4% | +79.2% |
| All | +696.7% | +155.3% | +541.4% | +375.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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