+1,632.5%
KKR vs CL
+248.2%
+1,384.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.7% | +2.7% |
| 7D | +5.1% | +2.6% | +2.5% | +4.0% |
| 30D | +10.9% | +11.8% | -0.9% | +5.9% |
| 3M | -2.9% | +5.9% | -8.8% | -5.2% |
| 6M | -1.2% | +13.3% | -14.6% | -6.8% |
| YTD | -20.4% | +27.1% | -47.6% | -29.4% |
| 1Y | -15.4% | +28.0% | -43.4% | -25.4% |
| 3Y | +61.9% | +39.4% | +22.5% | +31.4% |
| 5Y | +38.3% | +40.8% | -2.5% | +9.9% |
| 10Y | +720.6% | +84.9% | +635.7% | +436.2% |
| All | +1,632.5% | +248.2% | +1,384.3% | +575.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling