+100.8%
KKR vs COMP
-52.0%
+152.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +10.7% | -12.6% | -4.0% |
| 7D | +2.2% | +13.4% | -11.2% | -0.5% |
| 30D | +7.6% | +11.1% | -3.5% | +5.0% |
| 3M | -6.5% | -18.8% | +12.4% | -3.1% |
| 6M | -3.9% | +10.5% | -14.4% | -6.9% |
| YTD | -23.9% | -3.4% | -20.5% | -25.5% |
| 1Y | -18.5% | +19.7% | -38.2% | -23.7% |
| 3Y | +65.8% | +381.6% | -315.8% | +9.8% |
| 5Y | +25.3% | -17.6% | +42.9% | +2.3% |
| All | +100.8% | -52.0% | +152.8% | +69.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling