+26.3%
KKR vs CL
+39.7%
-13.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -1.6% |
| 7D | +2.2% | +1.3% | +0.9% | +2.1% |
| 30D | +7.6% | +11.4% | -3.8% | +6.5% |
| 3M | -6.5% | +4.4% | -10.9% | -6.9% |
| 6M | -3.9% | +10.8% | -14.7% | -5.0% |
| YTD | -23.9% | +25.1% | -49.0% | -26.5% |
| 1Y | -18.5% | +28.0% | -46.5% | -21.6% |
| 3Y | +65.8% | +37.6% | +28.2% | +48.1% |
| All | +26.3% | +39.7% | -13.3% | +11.1% |
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