+696.7%
KKR vs CNI
+138.2%
+558.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.5% |
| 7D | -6.2% | -0.4% | -5.8% | -5.9% |
| 30D | -8.9% | -2.7% | -6.2% | -6.9% |
| 3M | +6.3% | +3.9% | +2.3% | +2.8% |
| 6M | +16.5% | +16.4% | +0.1% | +2.4% |
| YTD | -20.3% | +25.8% | -46.1% | -34.5% |
| 1Y | -29.8% | +32.4% | -62.2% | -44.8% |
| 3Y | +63.2% | +19.1% | +44.1% | +37.3% |
| 5Y | +68.0% | +13.6% | +54.4% | +46.8% |
| All | +696.7% | +138.2% | +558.5% | +279.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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