-23.7%
KKR vs CLF
+9.3%
-33.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | +0.1% | -1.4% |
| 7D | -2.2% | -2.7% | +0.5% | -1.9% |
| 30D | +0.3% | -3.2% | +3.5% | +0.5% |
| 3M | +8.8% | -5.0% | +13.8% | +8.8% |
| 6M | +14.9% | +26.6% | -11.7% | +11.2% |
| YTD | -17.9% | -9.0% | -8.9% | -19.0% |
| 1Y | -23.7% | +11.8% | -35.5% | -29.5% |
| All | -23.7% | +9.3% | -33.0% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLF.
Daily Out/Under-Performance
Portfolio return minus CLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLF 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 1y: compounded portfolio wealth divided by compounded CLF 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…
1y analysis · Full analysis span regression · 6 months rolling