+451.1%
KKR vs CLBK
+66.9%
+384.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.6% |
| 7D | -0.6% | +1.1% | -1.8% | -1.2% |
| 30D | +3.0% | +7.8% | -4.7% | -0.7% |
| 3M | +13.6% | +23.9% | -10.2% | +1.8% |
| 6M | +16.2% | +42.3% | -26.1% | -3.0% |
| YTD | -16.6% | +65.4% | -82.0% | -35.5% |
| 1Y | -23.2% | +70.3% | -93.5% | -41.6% |
| 3Y | +71.7% | +54.5% | +17.3% | +33.3% |
| 5Y | +74.8% | +43.1% | +31.7% | +30.1% |
| All | +451.1% | +66.9% | +384.2% | +276.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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