+1,636.4%
KKR vs CNQ
+406.4%
+1,230.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -6.2% | +0.1% | -6.3% | -6.2% |
| 30D | -8.9% | +6.2% | -15.1% | -11.0% |
| 3M | +6.3% | +12.4% | -6.1% | +1.1% |
| 6M | +16.5% | +9.0% | +7.4% | +10.9% |
| YTD | -20.3% | +52.2% | -72.5% | -33.3% |
| 1Y | -29.8% | +65.0% | -94.8% | -43.3% |
| 3Y | +63.2% | +78.8% | -15.7% | +26.0% |
| 5Y | +68.0% | +286.0% | -218.0% | -3.3% |
| 10Y | +704.3% | +420.7% | +283.6% | +252.7% |
| All | +1,636.4% | +406.4% | +1,230.1% | +596.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ 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 CNQ 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