-21.0%
KKR vs BTI
+5.0%
-26.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.9% |
| 7D | -0.9% | -1.4% | +0.5% | -0.9% |
| 30D | +2.2% | -6.6% | +8.8% | +2.0% |
| 3M | +13.1% | -3.0% | +16.1% | +12.7% |
| 6M | +15.3% | -6.7% | +21.9% | +15.1% |
| YTD | -15.0% | +0.6% | -15.6% | -16.8% |
| 1Y | -21.0% | +5.6% | -26.6% | -19.8% |
| All | -21.0% | +5.0% | -26.0% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1y: compounded portfolio wealth divided by compounded BTI 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…
1y analysis · Full analysis span regression · 6 months rolling