+68.8%
KKR vs BTDR
+15.3%
+53.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.5% | +3.4% | -2.6% |
| 7D | -8.1% | -3.2% | -4.9% | -7.9% |
| 30D | -9.1% | +32.7% | -41.8% | -11.4% |
| 3M | +6.4% | -28.4% | +34.7% | +8.0% |
| 6M | +12.6% | +51.7% | -39.1% | +6.0% |
| YTD | -20.4% | +2.9% | -23.3% | -22.9% |
| 1Y | -27.1% | -15.5% | -11.6% | -29.5% |
| 3Y | +63.8% | 0.0% | +63.8% | +45.7% |
| 5Y | +67.6% | +16.5% | +51.2% | +44.6% |
| All | +68.8% | +15.3% | +53.5% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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