+696.7%
KKR vs CBRE
+407.4%
+289.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -1.0% |
| 7D | -6.2% | -5.0% | -1.2% | -3.1% |
| 30D | -8.9% | -4.7% | -4.2% | -6.2% |
| 3M | +6.3% | +6.5% | -0.3% | +1.5% |
| 6M | +16.5% | +6.1% | +10.4% | +11.1% |
| YTD | -20.3% | -12.6% | -7.6% | -14.5% |
| 1Y | -29.8% | -15.3% | -14.5% | -23.2% |
| 3Y | +63.2% | +64.6% | -1.4% | +15.7% |
| 5Y | +68.0% | +45.0% | +23.0% | +28.5% |
| All | +696.7% | +407.4% | +289.3% | +197.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 10y: compounded portfolio wealth divided by compounded CBRE 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…
10y analysis · Full analysis span regression · 6 months rolling