+66.5%
KKR vs CHRW
+90.8%
-24.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -6.2% | +3.5% | -9.7% | -7.1% |
| 30D | -8.9% | +4.6% | -13.4% | -10.0% |
| 3M | +6.3% | -19.7% | +26.0% | +11.6% |
| 6M | +16.5% | -12.4% | +28.9% | +18.3% |
| YTD | -20.3% | -3.9% | -16.4% | -21.9% |
| 1Y | -29.8% | +18.4% | -48.2% | -36.3% |
| 3Y | +63.2% | +88.8% | -25.7% | +23.1% |
| All | +66.5% | +90.8% | -24.3% | +25.5% |
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