-13.7%
KKR vs CCJ
-26.2%
+12.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.2% | +6.8% | +5.8% |
| 7D | +8.9% | -14.5% | +23.4% | +11.9% |
| 30D | +12.7% | -18.1% | +30.7% | +16.6% |
| 3M | -6.2% | -23.0% | +16.8% | -1.9% |
| 6M | -1.5% | -39.4% | +37.8% | +6.8% |
| YTD | -20.1% | -21.7% | +1.6% | -20.7% |
| 1Y | -13.7% | -25.9% | +12.2% | -13.0% |
| All | -13.7% | -26.2% | +12.5% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 1y: compounded portfolio wealth divided by compounded CCJ 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…
1y analysis · Full analysis span regression · 6 months rolling