+56.3%
KKR vs CART
+39.2%
+17.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.2% | -2.7% |
| 7D | -1.1% | +1.2% | -2.3% | -1.3% |
| 30D | +11.5% | +17.8% | -6.3% | +8.3% |
| 3M | -12.4% | +20.7% | -33.1% | -15.3% |
| 6M | -1.9% | +49.7% | -51.6% | -9.3% |
| YTD | -23.3% | +30.0% | -53.3% | -27.7% |
| 1Y | -20.4% | +48.4% | -68.8% | -26.9% |
| 3Y | +56.1% | +132.0% | -75.9% | +30.4% |
| All | +56.3% | +39.2% | +17.1% | +29.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling