+651.4%
KKR vs CL
+88.0%
+563.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.3% |
| 7D | +1.6% | +3.2% | -1.6% | +0.6% |
| 30D | +14.5% | +8.0% | +6.5% | +11.8% |
| 3M | -15.0% | +7.9% | -22.8% | -17.0% |
| 6M | +1.0% | +14.7% | -13.7% | -3.7% |
| YTD | -22.6% | +29.2% | -51.8% | -29.9% |
| 1Y | -18.2% | +29.5% | -47.7% | -26.1% |
| 3Y | +56.4% | +40.7% | +15.7% | +31.3% |
| 5Y | +29.6% | +43.9% | -14.3% | +6.3% |
| All | +651.4% | +88.0% | +563.4% | +436.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 CL 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