+71.7%
KKR vs CAPR
+42.0%
+29.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.6% | +1.8% | -1.8% |
| 7D | -0.6% | -9.5% | +8.9% | -0.5% |
| 30D | +3.0% | +121.5% | -118.5% | +1.7% |
| 3M | +13.6% | -65.4% | +79.0% | +14.3% |
| 6M | +16.2% | -67.5% | +83.7% | +16.9% |
| YTD | -16.6% | -68.6% | +52.0% | -16.1% |
| 1Y | -23.2% | +42.7% | -65.9% | -27.2% |
| 3Y | +71.7% | +43.4% | +28.4% | +53.4% |
| All | +71.7% | +42.0% | +29.7% | +53.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling