+27.5%
KKR vs CF
+120.6%
-93.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.5% | -1.9% |
| 7D | +2.2% | -3.2% | +5.4% | +2.5% |
| 30D | +7.6% | +4.3% | +3.3% | +7.1% |
| 3M | -6.5% | +2.8% | -9.3% | -7.0% |
| 6M | -3.9% | +0.6% | -4.5% | -4.7% |
| YTD | -23.9% | +56.6% | -80.5% | -31.1% |
| 1Y | -18.5% | +49.6% | -68.2% | -25.7% |
| 3Y | +65.8% | +61.5% | +4.3% | +45.9% |
| All | +27.5% | +120.6% | -93.1% | +2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling