+696.7%
KKR vs CAH
+294.8%
+401.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -6.2% | -5.1% | -1.1% | -4.5% |
| 30D | -8.9% | +0.2% | -9.0% | -9.0% |
| 3M | +6.3% | +6.3% | 0.0% | +4.0% |
| 6M | +16.5% | +9.4% | +7.1% | +12.3% |
| YTD | -20.3% | +15.0% | -35.2% | -25.0% |
| 1Y | -29.8% | +55.4% | -85.2% | -41.4% |
| 3Y | +63.2% | +173.8% | -110.6% | +8.2% |
| 5Y | +68.0% | +395.2% | -327.2% | -12.6% |
| All | +696.7% | +294.8% | +401.9% | +299.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 10y: compounded portfolio wealth divided by compounded CAH 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…
10y analysis · Full analysis span regression · 6 months rolling