+63.2%
KKR vs BTG
+94.8%
-31.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.2% |
| 7D | -6.2% | -3.8% | -2.4% | -5.8% |
| 30D | -8.9% | +3.6% | -12.5% | -9.3% |
| 3M | +6.3% | +32.0% | -25.8% | +2.8% |
| 6M | +16.5% | +3.4% | +13.1% | +15.2% |
| YTD | -20.3% | +20.8% | -41.0% | -23.0% |
| 1Y | -29.8% | +22.4% | -52.2% | -33.0% |
| 3Y | +63.2% | +91.7% | -28.5% | +39.4% |
| All | +63.2% | +94.8% | -31.6% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 3y: compounded portfolio wealth divided by compounded BTG 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…
3y analysis · Full analysis span regression · 6 months rolling