+696.7%
KKR vs COO
+17.0%
+679.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.5% |
| 7D | -6.2% | -22.5% | +16.4% | +7.5% |
| 30D | -8.9% | -29.7% | +20.9% | +10.4% |
| 3M | +6.3% | -20.1% | +26.4% | +19.2% |
| 6M | +16.5% | -26.9% | +43.4% | +36.7% |
| YTD | -20.3% | -34.2% | +14.0% | -0.2% |
| 1Y | -29.8% | -21.3% | -8.5% | -21.4% |
| 3Y | +63.2% | -38.7% | +101.8% | +102.6% |
| 5Y | +68.0% | -52.2% | +120.2% | +138.7% |
| All | +696.7% | +17.0% | +679.7% | +700.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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