+62.8%
KKR vs BROS
+33.7%
+29.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.4% | +0.3% | -2.3% |
| 7D | -8.1% | -6.1% | -2.0% | -6.8% |
| 30D | -9.1% | -12.4% | +3.3% | -6.5% |
| 3M | +6.4% | -27.9% | +34.3% | +13.0% |
| 6M | +12.6% | -16.8% | +29.4% | +14.9% |
| YTD | -20.4% | -29.0% | +8.6% | -15.9% |
| 1Y | -27.1% | -33.2% | +6.1% | -22.2% |
| 3Y | +63.8% | +56.8% | +7.1% | +38.8% |
| All | +62.8% | +33.7% | +29.1% | +45.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling