+74.8%
KKR vs COMP
-32.0%
+106.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.3% | +1.5% | -1.2% |
| 7D | -0.6% | +4.1% | -4.7% | -1.4% |
| 30D | +3.0% | -14.5% | +17.6% | +6.3% |
| 3M | +13.6% | +41.8% | -28.2% | +5.5% |
| 6M | +16.2% | +23.6% | -7.3% | +9.1% |
| YTD | -16.6% | +1.7% | -18.3% | -18.9% |
| 1Y | -23.2% | +12.6% | -35.8% | -27.3% |
| 3Y | +71.7% | +221.9% | -150.1% | +22.8% |
| 5Y | +74.8% | -28.1% | +103.0% | +49.4% |
| All | +74.8% | -32.0% | +106.9% | +49.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling