+696.7%
KKR vs CNC
+99.9%
+596.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.1% |
| 7D | -6.2% | -0.9% | -5.2% | -6.0% |
| 30D | -8.9% | -1.0% | -7.9% | -8.7% |
| 3M | +6.3% | +4.5% | +1.7% | +4.7% |
| 6M | +16.5% | +85.2% | -68.8% | -0.2% |
| YTD | -20.3% | +61.4% | -81.7% | -30.0% |
| 1Y | -29.8% | +94.9% | -124.7% | -41.7% |
| 3Y | +63.2% | 0.0% | +63.2% | +50.6% |
| 5Y | +68.0% | +11.2% | +56.8% | +45.4% |
| All | +696.7% | +99.9% | +596.8% | +491.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 10y: compounded portfolio wealth divided by compounded CNC 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…
10y analysis · Full analysis span regression · 6 months rolling