-13.7%
KKR vs CHTR
-46.1%
+32.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +5.7% | -0.1% | +4.7% |
| 7D | +8.9% | +14.1% | -5.2% | +6.9% |
| 30D | +12.7% | +11.6% | +1.1% | +10.8% |
| 3M | -6.2% | -21.4% | +15.3% | -3.3% |
| 6M | -1.5% | -27.3% | +25.7% | +2.5% |
| YTD | -20.1% | -42.4% | +22.3% | -15.9% |
| 1Y | -13.7% | -45.6% | +31.9% | -7.2% |
| All | -13.7% | -46.1% | +32.3% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 1y: compounded portfolio wealth divided by compounded CHTR 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…
1y analysis · Full analysis span regression · 6 months rolling