+59.6%
KKR vs COO
-23.7%
+83.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.4% |
| 7D | -1.3% | -2.3% | +1.0% | -0.3% |
| 30D | +9.3% | +13.3% | -4.0% | +3.9% |
| 3M | -9.8% | -18.1% | +8.2% | -2.2% |
| 6M | +1.0% | +6.7% | -5.7% | -3.2% |
| YTD | -21.1% | -23.2% | +2.1% | -11.9% |
| 1Y | -17.0% | -12.3% | -4.7% | -12.6% |
| All | +59.6% | -23.7% | +83.3% | +78.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling