+1,750.7%
KKR vs CL
+213.3%
+1,537.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.4% | -1.2% |
| 7D | -0.9% | -2.2% | +1.3% | 0.0% |
| 30D | +2.2% | -4.8% | +7.0% | +4.3% |
| 3M | +13.1% | +4.9% | +8.2% | +10.2% |
| 6M | +15.3% | -5.7% | +21.0% | +17.3% |
| YTD | -15.0% | +14.4% | -29.4% | -21.2% |
| 1Y | -21.0% | +8.7% | -29.7% | -25.3% |
| 3Y | +76.7% | +30.0% | +46.7% | +46.7% |
| 5Y | +74.3% | +28.4% | +46.0% | +43.8% |
| 10Y | +753.7% | +50.1% | +703.6% | +523.0% |
| All | +1,750.7% | +213.3% | +1,537.4% | +654.7% |
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