+652.7%
KKR vs CNH
+64.7%
+588.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.0% | -5.9% | -3.6% |
| 7D | -0.9% | +23.3% | -24.2% | -10.0% |
| 30D | +2.2% | +33.5% | -31.3% | -10.8% |
| 3M | +13.1% | +32.7% | -19.7% | -1.6% |
| 6M | +15.3% | +22.2% | -6.9% | +2.4% |
| YTD | -15.0% | +57.7% | -72.7% | -33.2% |
| 1Y | -21.0% | +28.0% | -49.0% | -31.8% |
| 3Y | +76.7% | +11.5% | +65.2% | +57.8% |
| 5Y | +74.3% | +11.9% | +62.5% | +53.3% |
| 10Y | +753.7% | +162.8% | +590.9% | +391.4% |
| All | +652.7% | +64.7% | +588.1% | +365.7% |
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