+1,585.1%
KKR vs CB
+817.0%
+768.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.9% |
| 7D | +0.1% | -1.5% | +1.6% | +1.1% |
| 30D | +7.9% | +6.5% | +1.3% | +3.8% |
| 3M | -4.4% | +4.1% | -8.5% | -6.8% |
| 6M | -4.0% | +14.4% | -18.4% | -12.7% |
| YTD | -22.6% | +17.5% | -40.1% | -31.3% |
| 1Y | -18.6% | +27.5% | -46.1% | -31.6% |
| 3Y | +60.6% | +71.6% | -11.0% | +8.3% |
| 5Y | +28.4% | +100.6% | -72.2% | -22.9% |
| 10Y | +735.7% | +243.0% | +492.7% | +216.2% |
| All | +1,585.1% | +817.0% | +768.1% | +167.5% |
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