-13.7%
KKR vs BURL
-4.6%
-9.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +7.7% | -2.1% | +4.0% |
| 7D | +8.9% | +10.4% | -1.5% | +6.8% |
| 30D | +12.7% | -4.9% | +17.6% | +13.4% |
| 3M | -6.2% | -29.8% | +23.6% | +0.4% |
| 6M | -1.5% | -16.5% | +14.9% | +0.4% |
| YTD | -20.1% | -10.5% | -9.5% | -19.1% |
| 1Y | -13.7% | -5.3% | -8.4% | -13.3% |
| All | -13.7% | -4.6% | -9.1% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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