+1,143.1%
KKR vs CG
+341.4%
+801.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -0.4% |
| 7D | -0.6% | -1.3% | +0.6% | +0.3% |
| 30D | +3.0% | -3.2% | +6.2% | +5.3% |
| 3M | +13.6% | +6.2% | +7.4% | +8.9% |
| 6M | +16.2% | -4.7% | +20.9% | +19.9% |
| YTD | -16.6% | -20.6% | +4.0% | -2.6% |
| 1Y | -23.2% | -26.4% | +3.2% | -5.8% |
| 3Y | +71.7% | +55.4% | +16.3% | +26.1% |
| 5Y | +74.8% | +9.8% | +65.0% | +58.7% |
| 10Y | +711.6% | +341.4% | +370.2% | +225.7% |
| All | +1,143.1% | +341.4% | +801.7% | +418.7% |
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