-13.7%
KKR vs BROS
-18.6%
+4.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.9% | +4.6% | +5.4% |
| 7D | +8.9% | +2.5% | +6.5% | +8.4% |
| 30D | +12.7% | +15.1% | -2.4% | +9.6% |
| 3M | -6.2% | -31.4% | +25.2% | +0.5% |
| 6M | -1.5% | -22.6% | +21.1% | +0.6% |
| YTD | -20.1% | -28.1% | +8.1% | -17.6% |
| 1Y | -13.7% | -20.3% | +6.6% | -14.1% |
| All | -13.7% | -18.6% | +4.9% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 1y: compounded portfolio wealth divided by compounded BROS 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…
1y analysis · Full analysis span regression · 6 months rolling