+68.0%
KKR vs CCEP
+84.3%
-16.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.6% | +1.0% | -1.1% |
| 7D | -2.2% | -3.7% | +1.5% | -1.5% |
| 30D | +0.3% | -2.1% | +2.3% | +0.7% |
| 3M | +8.8% | +7.2% | +1.6% | +7.1% |
| 6M | +14.9% | +3.3% | +11.6% | +14.0% |
| YTD | -17.9% | +15.7% | -33.6% | -21.7% |
| 1Y | -23.7% | +16.6% | -40.2% | -27.5% |
| All | +68.0% | +84.3% | -16.2% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 3y: compounded portfolio wealth divided by compounded CCEP 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…
3y analysis · Full analysis span regression · 6 months rolling