+14.9%
KKR vs CAH
+10.9%
+4.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.3% | -1.6% |
| 7D | -2.2% | -2.2% | 0.0% | -2.2% |
| 30D | +0.3% | +1.2% | -0.9% | +0.5% |
| 3M | +8.8% | +13.1% | -4.3% | +10.7% |
| 6M | +14.9% | +8.5% | +6.4% | +13.3% |
| All | +14.9% | +10.9% | +4.0% | +13.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling