+735.7%
KKR vs CF
+546.3%
+189.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | +0.1% | -0.9% | +1.0% | +0.1% |
| 30D | +7.9% | +6.9% | +0.9% | +5.7% |
| 3M | -4.4% | +4.8% | -9.3% | -6.4% |
| 6M | -4.0% | +4.7% | -8.6% | -6.9% |
| YTD | -22.6% | +56.5% | -79.1% | -35.2% |
| 1Y | -18.6% | +48.4% | -67.0% | -30.8% |
| 3Y | +60.6% | +59.1% | +1.5% | +29.4% |
| 5Y | +28.4% | +109.5% | -81.1% | -12.7% |
| 10Y | +735.7% | +487.0% | +248.7% | +256.5% |
| All | +735.7% | +546.3% | +189.4% | +256.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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