+67.6%
KKR vs BWA
+86.5%
-18.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.4% |
| 7D | -8.1% | -0.1% | -8.0% | -8.1% |
| 30D | -9.1% | -5.5% | -3.6% | -6.9% |
| 3M | +6.4% | -7.6% | +14.0% | +9.7% |
| 6M | +12.6% | +25.0% | -12.4% | -2.4% |
| YTD | -20.4% | +47.0% | -67.4% | -39.4% |
| 1Y | -27.1% | +54.0% | -81.1% | -46.2% |
| 3Y | +63.8% | +70.7% | -6.9% | +8.6% |
| 5Y | +67.6% | +86.7% | -19.1% | -3.7% |
| All | +67.6% | +86.5% | -18.9% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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