+74.8%
KKR vs CB
+98.8%
-24.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.4% | -1.2% |
| 7D | -0.6% | -0.6% | 0.0% | -0.3% |
| 30D | +3.0% | -3.9% | +6.9% | +4.9% |
| 3M | +13.6% | +4.9% | +8.7% | +10.1% |
| 6M | +16.2% | +3.3% | +13.0% | +13.2% |
| YTD | -16.6% | +8.5% | -25.1% | -21.3% |
| 1Y | -23.2% | +22.1% | -45.3% | -32.3% |
| 3Y | +71.7% | +70.1% | +1.6% | +19.0% |
| 5Y | +74.8% | +97.4% | -22.6% | +7.3% |
| All | +74.8% | +98.8% | -24.0% | +7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling