+1,716.3%
KKR vs CLX
+131.2%
+1,585.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.5% |
| 7D | -0.6% | -3.5% | +2.9% | +0.1% |
| 30D | +3.0% | -11.9% | +14.9% | +5.8% |
| 3M | +13.6% | -2.6% | +16.3% | +14.1% |
| 6M | +16.2% | -18.2% | +34.4% | +20.6% |
| YTD | -16.6% | -5.9% | -10.7% | -16.4% |
| 1Y | -23.2% | -23.8% | +0.6% | -19.4% |
| 3Y | +71.7% | -33.6% | +105.3% | +84.7% |
| 5Y | +74.8% | -35.7% | +110.5% | +85.8% |
| 10Y | +711.6% | -2.5% | +714.1% | +600.7% |
| All | +1,716.3% | +131.2% | +1,585.1% | +802.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling