+1,636.4%
KKR vs BRKR
+369.5%
+1,266.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.5% | +0.3% |
| 7D | -6.2% | -8.7% | +2.5% | -2.9% |
| 30D | -8.9% | -9.9% | +1.0% | -5.4% |
| 3M | +6.3% | -3.1% | +9.4% | +4.5% |
| 6M | +16.5% | +45.5% | -29.0% | -5.2% |
| YTD | -20.3% | +13.7% | -33.9% | -28.6% |
| 1Y | -29.8% | +67.4% | -97.2% | -47.3% |
| 3Y | +63.2% | -13.2% | +76.4% | +51.0% |
| 5Y | +68.0% | -39.5% | +107.4% | +78.1% |
| 10Y | +704.3% | +153.5% | +550.8% | +361.3% |
| All | +1,636.4% | +369.5% | +1,266.9% | +653.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling