+711.6%
KKR vs CF
+589.1%
+122.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.0% |
| 7D | -0.6% | -0.9% | +0.3% | -0.4% |
| 30D | +3.0% | +18.1% | -15.0% | -1.5% |
| 3M | +13.6% | +23.4% | -9.7% | +6.8% |
| 6M | +16.2% | +17.1% | -0.9% | +8.1% |
| YTD | -16.6% | +76.2% | -92.8% | -31.6% |
| 1Y | -23.2% | +62.3% | -85.5% | -35.8% |
| 3Y | +71.7% | +71.8% | -0.1% | +37.0% |
| 5Y | +74.8% | +234.6% | -159.7% | +2.1% |
| 10Y | +711.6% | +574.3% | +137.3% | +263.1% |
| All | +711.6% | +589.1% | +122.4% | +263.1% |
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