+66.5%
KKR vs CCI
-49.3%
+115.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -0.6% |
| 7D | -6.2% | -0.3% | -5.9% | -6.1% |
| 30D | -8.9% | +2.2% | -11.1% | -9.5% |
| 3M | +6.3% | -16.9% | +23.1% | +13.2% |
| 6M | +16.5% | -11.5% | +28.0% | +20.6% |
| YTD | -20.3% | -12.8% | -7.4% | -17.2% |
| 1Y | -29.8% | -17.1% | -12.7% | -25.8% |
| 3Y | +63.2% | -9.6% | +72.8% | +54.8% |
| All | +66.5% | -49.3% | +115.8% | +122.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling