+696.7%
KKR vs CHRW
+183.1%
+513.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -6.2% | +3.5% | -9.7% | -7.2% |
| 30D | -8.9% | +4.6% | -13.4% | -10.2% |
| 3M | +6.3% | -19.7% | +26.0% | +12.6% |
| 6M | +16.5% | -12.4% | +28.9% | +18.8% |
| YTD | -20.3% | -3.9% | -16.4% | -22.0% |
| 1Y | -29.8% | +18.4% | -48.2% | -36.9% |
| 3Y | +63.2% | +88.8% | -25.7% | +18.9% |
| 5Y | +68.0% | +93.5% | -25.6% | +19.2% |
| All | +696.7% | +183.1% | +513.6% | +358.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 10y: compounded portfolio wealth divided by compounded CHRW 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…
10y analysis · Full analysis span regression · 6 months rolling