+31.2%
KKR vs CCEP
+147.2%
-116.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.2% |
| 7D | +1.6% | +2.1% | -0.5% | +0.6% |
| 30D | +14.5% | +10.6% | +4.0% | +9.0% |
| 3M | -15.0% | +10.3% | -25.3% | -19.1% |
| 6M | +1.0% | +31.1% | -30.1% | -12.6% |
| YTD | -22.6% | +32.1% | -54.8% | -34.6% |
| 1Y | -18.2% | +32.8% | -51.0% | -31.1% |
| 3Y | +56.4% | +111.3% | -55.0% | -7.8% |
| All | +31.2% | +147.2% | -116.0% | -35.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling