+1,750.7%
KKR vs CHRW
+264.0%
+1,486.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -2.3% |
| 7D | -0.9% | -1.4% | +0.5% | -0.4% |
| 30D | +2.2% | -3.5% | +5.6% | +3.4% |
| 3M | +13.1% | -19.4% | +32.5% | +20.5% |
| 6M | +15.3% | -21.4% | +36.6% | +23.0% |
| YTD | -15.0% | -7.1% | -7.9% | -15.9% |
| 1Y | -21.0% | +17.8% | -38.8% | -29.9% |
| 3Y | +76.7% | +78.8% | -2.1% | +26.7% |
| 5Y | +74.3% | +83.5% | -9.2% | +20.7% |
| 10Y | +753.7% | +160.2% | +593.5% | +368.9% |
| All | +1,750.7% | +264.0% | +1,486.7% | +722.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling