+1,584.4%
KKR vs CCEP
+1,184.2%
+400.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.8% |
| 3M | -15.0% | +10.3% | -25.3% | -19.3% |
| 6M | +1.0% | +31.1% | -30.1% | -12.8% |
| YTD | -22.6% | +32.1% | -54.8% | -34.3% |
| 1Y | -18.2% | +32.8% | -51.0% | -30.8% |
| 3Y | +56.4% | +111.3% | -55.0% | +0.6% |
| 5Y | +29.6% | +147.5% | -118.0% | -24.0% |
| 10Y | +671.3% | +338.1% | +333.2% | +212.2% |
| All | +1,584.4% | +1,184.2% | +400.2% | +182.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling