+66.5%
KKR vs BTG
+78.0%
-11.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.2% |
| 7D | -6.2% | -3.8% | -2.4% | -5.6% |
| 30D | -8.9% | +3.6% | -12.5% | -9.4% |
| 3M | +6.3% | +32.0% | -25.8% | +1.3% |
| 6M | +16.5% | +3.4% | +13.1% | +14.6% |
| YTD | -20.3% | +20.8% | -41.0% | -24.2% |
| 1Y | -29.8% | +22.4% | -52.2% | -34.2% |
| 3Y | +63.2% | +91.7% | -28.5% | +34.9% |
| All | +66.5% | +78.0% | -11.5% | +43.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling