+1,688.1%
KKR vs CHD
+632.3%
+1,055.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.1% |
| 7D | -2.2% | -4.2% | +2.0% | -1.0% |
| 30D | +0.3% | -7.6% | +7.8% | +2.5% |
| 3M | +8.8% | -1.6% | +10.4% | +9.2% |
| 6M | +14.9% | -6.3% | +21.2% | +16.7% |
| YTD | -17.9% | +14.6% | -32.5% | -22.0% |
| 1Y | -23.7% | +1.6% | -25.3% | -24.9% |
| 3Y | +69.1% | +3.1% | +65.9% | +62.3% |
| 5Y | +72.6% | +21.1% | +51.5% | +53.4% |
| 10Y | +728.2% | +128.6% | +599.6% | +429.9% |
| All | +1,688.1% | +632.3% | +1,055.9% | +441.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling