+1,716.3%
KKR vs BWA
+325.3%
+1,391.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -0.9% |
| 7D | -0.6% | +4.3% | -4.9% | -2.7% |
| 30D | +3.0% | -2.9% | +5.9% | +4.2% |
| 3M | +13.6% | -12.4% | +26.1% | +20.1% |
| 6M | +16.2% | +28.6% | -12.3% | 0.0% |
| YTD | -16.6% | +48.2% | -64.8% | -35.0% |
| 1Y | -23.2% | +50.9% | -74.1% | -40.9% |
| 3Y | +71.7% | +72.2% | -0.4% | +19.9% |
| 5Y | +74.8% | +91.1% | -16.2% | +14.5% |
| 10Y | +711.6% | +144.0% | +567.5% | +321.7% |
| All | +1,716.3% | +325.3% | +1,391.0% | +549.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling