+72.6%
KKR vs CAPR
+76.3%
-3.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.6% | +3.1% | -1.5% |
| 7D | -2.2% | -12.6% | +10.4% | -2.0% |
| 30D | +0.3% | +124.4% | -124.2% | -1.7% |
| 3M | +8.8% | -66.8% | +75.6% | +9.7% |
| 6M | +14.9% | -71.8% | +86.7% | +16.2% |
| YTD | -17.9% | -70.1% | +52.2% | -17.2% |
| 1Y | -23.7% | +33.3% | -57.0% | -29.5% |
| 3Y | +69.1% | +36.7% | +32.3% | +38.6% |
| 5Y | +72.6% | +72.5% | +0.1% | +24.9% |
| All | +72.6% | +76.3% | -3.8% | +24.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling