+104.2%
KKR vs COMP
-49.2%
+153.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.7% | -4.0% | +0.6% |
| 7D | +0.1% | +14.5% | -14.5% | -2.7% |
| 30D | +7.9% | +14.9% | -7.1% | +4.6% |
| 3M | -4.4% | -14.2% | +9.8% | -2.0% |
| 6M | -4.0% | +23.7% | -27.7% | -9.0% |
| YTD | -22.6% | +2.1% | -24.7% | -25.1% |
| 1Y | -18.6% | +26.2% | -44.8% | -24.6% |
| 3Y | +60.6% | +470.9% | -410.3% | +2.9% |
| 5Y | +28.4% | -14.0% | +42.5% | +3.8% |
| All | +104.2% | -49.2% | +153.4% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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