+644.9%
KKR vs CB
+246.5%
+398.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.2% | -3.1% |
| 7D | -1.1% | 0.0% | -1.2% | -1.1% |
| 30D | +11.5% | +7.4% | +4.1% | +7.4% |
| 3M | -12.4% | +8.6% | -21.0% | -16.2% |
| 6M | -1.9% | +16.1% | -18.1% | -10.4% |
| YTD | -23.3% | +20.2% | -43.5% | -31.7% |
| 1Y | -20.4% | +27.2% | -47.6% | -31.5% |
| 3Y | +56.1% | +72.7% | -16.6% | +10.1% |
| 5Y | +28.4% | +105.9% | -77.5% | -19.1% |
| All | +644.9% | +246.5% | +398.4% | +240.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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