+1,750.7%
KKR vs CAPR
-94.1%
+1,844.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -1.9% |
| 7D | -0.9% | -2.0% | +1.1% | -0.8% |
| 30D | +2.2% | +139.2% | -137.0% | 0.0% |
| 3M | +13.1% | -66.4% | +79.4% | +13.9% |
| 6M | +15.3% | -63.1% | +78.4% | +15.8% |
| YTD | -15.0% | -67.4% | +52.4% | -14.5% |
| 1Y | -21.0% | +58.2% | -79.2% | -26.7% |
| 3Y | +76.7% | +42.2% | +34.5% | +59.9% |
| 5Y | +74.3% | +87.3% | -12.9% | +55.1% |
| 10Y | +753.7% | -75.3% | +829.0% | +620.0% |
| All | +1,750.7% | -94.1% | +1,844.8% | +1,439.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling