+18.6%
KKR vs BTSG
+389.4%
-370.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.2% |
| 7D | -6.2% | -3.3% | -2.9% | -5.3% |
| 30D | -8.9% | -1.6% | -7.3% | -8.6% |
| 3M | +6.3% | -6.9% | +13.2% | +6.8% |
| 6M | +16.5% | +42.1% | -25.6% | +0.8% |
| YTD | -20.3% | +56.8% | -77.1% | -33.3% |
| 1Y | -29.8% | +109.8% | -139.6% | -47.0% |
| All | +18.6% | +389.4% | -370.8% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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