-23.7%
KKR vs CL
+7.3%
-31.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.1% | -1.6% |
| 7D | -2.2% | -2.3% | +0.1% | -2.3% |
| 30D | +0.3% | -5.5% | +5.7% | -0.1% |
| 3M | +8.8% | +0.8% | +8.0% | +8.9% |
| 6M | +14.9% | -4.2% | +19.1% | +13.5% |
| YTD | -17.9% | +13.4% | -31.3% | -20.6% |
| 1Y | -23.7% | +7.1% | -30.7% | -27.3% |
| All | -23.7% | +7.3% | -31.0% | -27.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling