+67.6%
KKR vs CLX
-37.2%
+104.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.1% | -2.9% |
| 7D | -8.1% | -5.9% | -2.2% | -7.1% |
| 30D | -9.1% | -17.0% | +7.9% | -6.2% |
| 3M | +6.4% | -9.6% | +15.9% | +8.1% |
| 6M | +12.6% | -21.5% | +34.1% | +17.1% |
| YTD | -20.4% | -8.8% | -11.6% | -20.1% |
| 1Y | -27.1% | -24.7% | -2.4% | -23.9% |
| 3Y | +63.8% | -35.6% | +99.5% | +76.4% |
| 5Y | +67.6% | -37.6% | +105.2% | +67.1% |
| All | +67.6% | -37.2% | +104.8% | +67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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