+1,716.3%
KKR vs CCI
+229.6%
+1,486.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.0% | -1.9% |
| 7D | -0.6% | +0.2% | -0.8% | -0.7% |
| 30D | +3.0% | +0.5% | +2.5% | +2.8% |
| 3M | +13.6% | -16.3% | +29.9% | +22.4% |
| 6M | +16.2% | -13.9% | +30.2% | +22.9% |
| YTD | -16.6% | -12.4% | -4.2% | -13.0% |
| 1Y | -23.2% | -15.2% | -8.0% | -18.9% |
| 3Y | +71.7% | -9.9% | +81.6% | +67.4% |
| 5Y | +74.8% | -50.8% | +125.7% | +134.7% |
| 10Y | +711.6% | +18.3% | +693.3% | +564.6% |
| All | +1,716.3% | +229.6% | +1,486.7% | +646.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling