+579.2%
KKR vs CNH
+36.9%
+542.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.2% | +1.3% | -1.1% |
| 7D | -1.1% | +6.4% | -7.5% | -4.1% |
| 30D | +11.5% | -1.6% | +13.2% | +11.7% |
| 3M | -12.4% | +11.6% | -23.9% | -18.3% |
| 6M | -1.9% | +12.5% | -14.4% | -10.0% |
| YTD | -23.3% | +31.1% | -54.4% | -35.5% |
| 1Y | -20.4% | +17.0% | -37.4% | -29.5% |
| 3Y | +56.1% | +28.7% | +27.3% | +28.9% |
| 5Y | +28.4% | -17.4% | +45.8% | +27.3% |
| 10Y | +664.6% | +105.0% | +559.7% | +382.0% |
| All | +579.2% | +36.9% | +542.3% | +349.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 CNH 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