+74.8%
KKR vs CL
+30.0%
+44.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | -0.6% | -1.4% | +0.7% | -0.5% |
| 30D | +3.0% | -5.2% | +8.2% | +3.6% |
| 3M | +13.6% | +3.3% | +10.3% | +13.1% |
| 6M | +16.2% | -4.4% | +20.6% | +16.6% |
| YTD | -16.6% | +13.9% | -30.5% | -18.8% |
| 1Y | -23.2% | +7.6% | -30.9% | -24.6% |
| 3Y | +71.7% | +29.6% | +42.1% | +52.1% |
| 5Y | +74.8% | +28.1% | +46.8% | +51.1% |
| All | +74.8% | +30.0% | +44.8% | +51.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling