+644.9%
KKR vs CF
+478.3%
+166.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.2% | -3.2% |
| 7D | -1.1% | +5.4% | -6.5% | -2.4% |
| 30D | +11.5% | +6.5% | +5.0% | +9.5% |
| 3M | -12.4% | +4.6% | -17.0% | -14.0% |
| 6M | -1.9% | -3.3% | +1.4% | -2.5% |
| YTD | -23.3% | +63.9% | -87.2% | -36.5% |
| 1Y | -20.4% | +50.4% | -70.9% | -32.4% |
| 3Y | +56.1% | +68.2% | -12.2% | +24.1% |
| 5Y | +28.4% | +113.8% | -85.4% | -12.6% |
| All | +644.9% | +478.3% | +166.6% | +228.2% |
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