+31.2%
KKR vs CHRW
+58.8%
-27.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +1.6% | +7.3% | -5.7% | -0.2% |
| 30D | +14.5% | -3.6% | +18.1% | +15.2% |
| 3M | -15.0% | -9.6% | -5.4% | -13.3% |
| 6M | +1.0% | -17.0% | +18.0% | +3.6% |
| YTD | -22.6% | -15.4% | -7.2% | -22.2% |
| 1Y | -18.2% | -10.0% | -8.2% | -19.4% |
| 3Y | +56.4% | +82.2% | -25.8% | +16.5% |
| All | +31.2% | +58.8% | -27.5% | +8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling