+72.6%
KKR vs COO
-44.2%
+116.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.2% | +4.7% | +2.0% |
| 7D | -2.2% | -9.0% | +6.8% | +3.1% |
| 30D | +0.3% | -16.8% | +17.1% | +11.2% |
| 3M | +8.8% | -7.5% | +16.3% | +13.2% |
| 6M | +14.9% | -16.3% | +31.2% | +26.2% |
| YTD | -17.9% | -22.5% | +4.7% | -5.4% |
| 1Y | -23.7% | -7.0% | -16.7% | -21.6% |
| 3Y | +69.1% | -27.5% | +96.5% | +91.0% |
| 5Y | +72.6% | -43.3% | +115.9% | +121.5% |
| All | +72.6% | -44.2% | +116.7% | +121.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling