+1,636.4%
KKR vs CGNX
+1,498.8%
+137.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.1% | -3.9% | -1.4% |
| 7D | -6.2% | +3.2% | -9.3% | -7.3% |
| 30D | -8.9% | +6.0% | -14.9% | -11.2% |
| 3M | +6.3% | +3.5% | +2.7% | +3.5% |
| 6M | +16.5% | +26.3% | -9.8% | +3.9% |
| YTD | -20.3% | +79.2% | -99.5% | -40.8% |
| 1Y | -29.8% | +43.8% | -73.6% | -43.5% |
| 3Y | +63.2% | +52.0% | +11.2% | +22.3% |
| 5Y | +68.0% | -24.0% | +92.0% | +63.1% |
| 10Y | +704.3% | +189.1% | +515.2% | +344.1% |
| All | +1,636.4% | +1,498.8% | +137.6% | +353.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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