+696.7%
KKR vs CCI
+23.6%
+673.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -0.8% |
| 7D | -6.2% | -0.3% | -5.9% | -6.1% |
| 30D | -8.9% | +2.2% | -11.1% | -9.6% |
| 3M | +6.3% | -16.9% | +23.1% | +13.9% |
| 6M | +16.5% | -11.5% | +28.0% | +21.0% |
| YTD | -20.3% | -12.8% | -7.4% | -17.0% |
| 1Y | -29.8% | -17.1% | -12.7% | -25.5% |
| 3Y | +63.2% | -9.6% | +72.8% | +58.7% |
| 5Y | +68.0% | -48.9% | +116.9% | +117.2% |
| All | +696.7% | +23.6% | +673.1% | +768.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CCI.
Daily Out/Under-Performance
Portfolio return minus CCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCI 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 10y: compounded portfolio wealth divided by compounded CCI 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…
10y analysis · Full analysis span regression · 6 months rolling