-13.7%
KKR vs CART
+61.3%
-75.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.6% | +4.0% | +5.4% |
| 7D | +8.9% | +1.4% | +7.6% | +8.7% |
| 30D | +12.7% | +29.7% | -17.0% | +8.8% |
| 3M | -6.2% | +29.7% | -35.9% | -9.5% |
| 6M | -1.5% | +36.8% | -38.3% | -6.1% |
| YTD | -20.1% | +31.7% | -51.7% | -24.8% |
| 1Y | -13.7% | +62.4% | -76.1% | -24.2% |
| All | -13.7% | +61.3% | -75.0% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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