+55.2%
KKR vs CART
+38.4%
+16.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.4% | -1.9% |
| 7D | +2.2% | +3.0% | -0.7% | +1.7% |
| 30D | +7.6% | +28.6% | -21.0% | +2.9% |
| 3M | -6.5% | +29.1% | -35.5% | -10.8% |
| 6M | -3.9% | +44.7% | -48.6% | -10.7% |
| YTD | -23.9% | +29.2% | -53.1% | -28.2% |
| 1Y | -18.5% | +66.2% | -84.7% | -26.8% |
| 3Y | +65.8% | +112.8% | -47.0% | +39.5% |
| All | +55.2% | +38.4% | +16.8% | +28.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling