+1,052.8%
KKR vs CG
+282.0%
+770.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.2% | +0.2% |
| 7D | +1.6% | +0.2% | +1.5% | +1.3% |
| 30D | +14.5% | +11.2% | +3.4% | +6.2% |
| 3M | -15.0% | -22.1% | +7.1% | +0.6% |
| 6M | +1.0% | -17.9% | +18.9% | +15.2% |
| YTD | -22.6% | -31.3% | +8.7% | -0.6% |
| 1Y | -18.2% | -24.0% | +5.8% | -1.9% |
| 3Y | +56.4% | +45.0% | +11.4% | +20.3% |
| 5Y | +29.6% | -22.6% | +52.2% | +47.0% |
| 10Y | +671.3% | +282.1% | +389.2% | +240.6% |
| All | +1,052.8% | +282.0% | +770.8% | +429.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 all: compounded portfolio wealth divided by compounded CG 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…
all analysis · Full analysis span regression · 6 months rolling