+1,750.7%
KKR vs CB
+759.3%
+991.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -0.7% |
| 7D | -0.9% | +0.5% | -1.4% | -1.2% |
| 30D | +2.2% | -3.1% | +5.3% | +4.1% |
| 3M | +13.1% | +9.0% | +4.1% | +6.0% |
| 6M | +15.3% | +2.9% | +12.4% | +11.8% |
| YTD | -15.0% | +10.1% | -25.1% | -21.5% |
| 1Y | -21.0% | +22.8% | -43.8% | -32.2% |
| 3Y | +76.7% | +73.8% | +2.9% | +17.5% |
| 5Y | +74.3% | +99.2% | -24.8% | +4.8% |
| 10Y | +753.7% | +218.2% | +535.5% | +238.4% |
| All | +1,750.7% | +759.3% | +991.4% | +205.9% |
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