+728.2%
KKR vs CL
+54.1%
+674.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.1% | -1.4% |
| 7D | -2.2% | -2.3% | +0.1% | -1.5% |
| 30D | +0.3% | -5.5% | +5.7% | +2.0% |
| 3M | +8.8% | +0.8% | +8.0% | +8.2% |
| 6M | +14.9% | -4.2% | +19.1% | +16.0% |
| YTD | -17.9% | +13.4% | -31.3% | -22.4% |
| 1Y | -23.7% | +7.1% | -30.7% | -26.5% |
| 3Y | +69.1% | +29.0% | +40.0% | +45.0% |
| 5Y | +72.6% | +28.3% | +44.3% | +46.8% |
| 10Y | +728.2% | +57.3% | +670.9% | +525.5% |
| All | +728.2% | +54.1% | +674.2% | +525.5% |
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