+1,618.7%
KKR vs COO
+534.6%
+1,084.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.3% |
| 7D | -1.3% | -2.3% | +1.0% | 0.0% |
| 30D | +9.3% | +13.3% | -4.0% | +2.4% |
| 3M | -9.8% | -18.1% | +8.2% | -0.7% |
| 6M | +1.0% | +6.7% | -5.7% | -4.3% |
| YTD | -21.1% | -23.2% | +2.1% | -10.5% |
| 1Y | -17.0% | -12.3% | -4.7% | -12.5% |
| 3Y | +60.6% | -23.6% | +84.2% | +75.2% |
| 5Y | +33.6% | -38.7% | +72.3% | +63.6% |
| 10Y | +687.0% | +42.2% | +644.8% | +524.1% |
| All | +1,618.7% | +534.6% | +1,084.1% | +529.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling