+66.5%
KKR vs CCEP
+107.2%
-40.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -6.2% | -2.8% | -3.3% | -4.9% |
| 30D | -8.9% | -4.0% | -4.8% | -7.1% |
| 3M | +6.3% | +5.2% | +1.1% | +3.1% |
| 6M | +16.5% | +2.7% | +13.8% | +13.9% |
| YTD | -20.3% | +14.5% | -34.8% | -27.3% |
| 1Y | -29.8% | +17.2% | -46.9% | -37.0% |
| 3Y | +63.2% | +79.3% | -16.1% | +7.0% |
| All | +66.5% | +107.2% | -40.7% | -3.1% |
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