+1,632.8%
KKR vs BTG
+368.5%
+1,264.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.2% | -2.9% |
| 7D | -8.1% | -5.5% | -2.6% | -7.7% |
| 30D | -9.1% | +6.1% | -15.2% | -9.5% |
| 3M | +6.4% | +38.6% | -32.3% | +3.5% |
| 6M | +12.6% | +0.7% | +11.9% | +11.8% |
| YTD | -20.4% | +20.3% | -40.8% | -22.2% |
| 1Y | -27.1% | +25.0% | -52.1% | -29.1% |
| 3Y | +63.8% | +97.3% | -33.5% | +52.2% |
| 5Y | +67.6% | +78.3% | -10.7% | +56.0% |
| 10Y | +702.6% | +151.6% | +551.0% | +615.5% |
| All | +1,632.8% | +368.5% | +1,264.3% | +1,270.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling