-13.7%
KKR vs CAPR
+47.4%
-61.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +8.3% | -2.7% | +5.5% |
| 7D | +8.9% | +43.2% | -34.3% | +8.6% |
| 30D | +12.7% | +14.7% | -2.0% | +12.5% |
| 3M | -6.2% | +113.9% | -120.1% | -6.8% |
| 6M | -1.5% | -73.4% | +71.8% | -1.1% |
| YTD | -20.1% | -69.1% | +49.0% | -19.8% |
| 1Y | -13.7% | +47.2% | -60.9% | -16.0% |
| All | -13.7% | +47.4% | -61.1% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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