+1,716.3%
KKR vs CBRE
+918.3%
+798.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.8% | +1.9% | +0.3% |
| 7D | -0.6% | -1.5% | +0.9% | +0.2% |
| 30D | +3.0% | -4.0% | +7.0% | +5.4% |
| 3M | +13.6% | +8.0% | +5.6% | +8.2% |
| 6M | +16.2% | +4.0% | +12.2% | +12.8% |
| YTD | -16.6% | -11.5% | -5.1% | -11.7% |
| 1Y | -23.2% | -13.0% | -10.2% | -17.9% |
| 3Y | +71.7% | +66.9% | +4.8% | +26.0% |
| 5Y | +74.8% | +45.0% | +29.8% | +39.2% |
| 10Y | +711.6% | +385.0% | +326.5% | +226.7% |
| All | +1,716.3% | +918.3% | +798.0% | +415.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling