+1,584.4%
KKR vs CI
+952.9%
+631.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.6% | +0.8% |
| 7D | +1.6% | +1.2% | +0.5% | +1.2% |
| 30D | +14.5% | +2.6% | +12.0% | +13.5% |
| 3M | -15.0% | +7.4% | -22.4% | -17.3% |
| 6M | +1.0% | -0.1% | +1.1% | +0.4% |
| YTD | -22.6% | +9.7% | -32.4% | -26.4% |
| 1Y | -18.2% | +12.1% | -30.3% | -23.0% |
| 3Y | +56.4% | +7.0% | +49.4% | +40.8% |
| 5Y | +29.6% | +49.7% | -20.1% | -3.5% |
| 10Y | +671.3% | +147.2% | +524.1% | +310.3% |
| All | +1,584.4% | +952.9% | +631.5% | +217.1% |
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