+1,569.8%
KKR vs CB
+838.0%
+731.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.8% |
| 3M | -12.4% | +8.6% | -21.0% | -16.8% |
| 6M | -1.9% | +16.1% | -18.1% | -11.7% |
| YTD | -23.3% | +20.2% | -43.5% | -32.9% |
| 1Y | -20.4% | +27.2% | -47.6% | -33.0% |
| 3Y | +56.1% | +72.7% | -16.6% | +4.9% |
| 5Y | +28.4% | +105.9% | -77.5% | -24.2% |
| 10Y | +664.6% | +248.1% | +416.6% | +187.1% |
| All | +1,569.8% | +838.0% | +731.8% | +161.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling