+28.4%
KKR vs CB
+102.8%
-74.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.9% |
| 7D | +0.1% | -1.5% | +1.6% | +0.8% |
| 30D | +7.9% | +6.5% | +1.3% | +4.9% |
| 3M | -4.4% | +4.1% | -8.5% | -6.1% |
| 6M | -4.0% | +14.4% | -18.4% | -10.6% |
| YTD | -22.6% | +17.5% | -40.1% | -29.4% |
| 1Y | -18.6% | +27.5% | -46.1% | -29.1% |
| 3Y | +60.6% | +71.6% | -11.0% | +13.9% |
| 5Y | +28.4% | +100.6% | -72.2% | -19.3% |
| All | +28.4% | +102.8% | -74.4% | -19.3% |
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