+79.1%
KKR vs CB
+74.3%
+4.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.4% |
| 7D | -0.9% | +0.5% | -1.4% | -1.0% |
| 30D | +2.2% | -3.1% | +5.3% | +2.9% |
| 3M | +13.1% | +9.0% | +4.1% | +9.8% |
| 6M | +15.3% | +2.9% | +12.4% | +13.9% |
| YTD | -15.0% | +10.1% | -25.1% | -18.2% |
| 1Y | -21.0% | +22.8% | -43.8% | -27.0% |
| All | +79.1% | +74.3% | +4.7% | +45.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling