+1,750.7%
KKR vs CI
+896.0%
+854.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.4% |
| 7D | -0.9% | +1.3% | -2.2% | -1.4% |
| 30D | +2.2% | +4.4% | -2.3% | +0.3% |
| 3M | +13.1% | +0.7% | +12.4% | +12.1% |
| 6M | +15.3% | +0.3% | +14.9% | +13.9% |
| YTD | -15.0% | +3.8% | -18.8% | -17.4% |
| 1Y | -21.0% | -5.5% | -15.5% | -21.3% |
| 3Y | +76.7% | +8.1% | +68.6% | +57.2% |
| 5Y | +74.3% | +42.8% | +31.5% | +32.0% |
| 10Y | +753.7% | +143.9% | +609.8% | +351.9% |
| All | +1,750.7% | +896.0% | +854.6% | +256.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling