+1,636.4%
KKR vs BRO
+701.0%
+935.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -6.2% | -7.3% | +1.2% | -1.4% |
| 30D | -8.9% | -6.9% | -2.0% | -4.6% |
| 3M | +6.3% | +10.7% | -4.4% | -2.4% |
| 6M | +16.5% | -2.7% | +19.2% | +15.9% |
| YTD | -20.3% | -16.3% | -3.9% | -12.7% |
| 1Y | -29.8% | -29.1% | -0.7% | -14.2% |
| 3Y | +63.2% | -7.8% | +71.0% | +58.6% |
| 5Y | +68.0% | +18.7% | +49.2% | +31.5% |
| 10Y | +704.3% | +291.9% | +412.4% | +152.1% |
| All | +1,636.4% | +701.0% | +935.5% | +211.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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