+66.5%
KKR vs CHD
+20.9%
+45.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -6.2% | -4.5% | -1.7% | -5.6% |
| 30D | -8.9% | -6.7% | -2.1% | -8.0% |
| 3M | +6.3% | -2.7% | +9.0% | +6.6% |
| 6M | +16.5% | -4.9% | +21.4% | +17.2% |
| YTD | -20.3% | +13.3% | -33.6% | -22.3% |
| 1Y | -29.8% | +1.0% | -30.8% | -30.3% |
| 3Y | +63.2% | +1.3% | +61.8% | +58.9% |
| All | +66.5% | +20.9% | +45.6% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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