+1,688.1%
KKR vs BTI
+297.0%
+1,391.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -0.9% |
| 7D | -2.2% | -2.4% | +0.2% | -1.2% |
| 30D | +0.3% | -4.8% | +5.0% | +2.3% |
| 3M | +8.8% | -8.1% | +16.9% | +12.1% |
| 6M | +14.9% | -4.2% | +19.1% | +15.4% |
| YTD | -17.9% | -1.3% | -16.6% | -19.1% |
| 1Y | -23.7% | +2.1% | -25.8% | -26.1% |
| 3Y | +69.1% | +108.9% | -39.9% | +13.3% |
| 5Y | +72.6% | +114.5% | -41.9% | +12.9% |
| 10Y | +728.2% | +72.2% | +656.0% | +460.8% |
| All | +1,688.1% | +297.0% | +1,391.1% | +513.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling