+720.4%
KKR vs CI
+141.9%
+578.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.8% |
| 7D | -2.2% | -1.1% | -1.1% | -1.8% |
| 30D | +0.3% | +0.5% | -0.2% | 0.0% |
| 3M | +8.8% | -5.2% | +14.0% | +10.2% |
| 6M | +14.9% | +4.3% | +10.6% | +12.3% |
| YTD | -17.9% | +2.8% | -20.7% | -19.5% |
| 1Y | -23.7% | -5.8% | -17.9% | -23.7% |
| 3Y | +69.1% | +4.7% | +64.3% | +54.7% |
| 5Y | +72.6% | +42.7% | +29.9% | +34.0% |
| All | +720.4% | +141.9% | +578.6% | +419.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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