+1,716.3%
KKR vs COO
+582.6%
+1,133.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.7% | +0.9% | -0.4% |
| 7D | -0.6% | -2.3% | +1.7% | +0.6% |
| 30D | +3.0% | -8.8% | +11.8% | +8.2% |
| 3M | +13.6% | +1.3% | +12.3% | +12.4% |
| 6M | +16.2% | -11.6% | +27.8% | +23.2% |
| YTD | -16.6% | -17.4% | +0.8% | -8.1% |
| 1Y | -23.2% | -1.6% | -21.6% | -23.5% |
| 3Y | +71.7% | -22.6% | +94.4% | +88.1% |
| 5Y | +74.8% | -40.3% | +115.2% | +118.4% |
| 10Y | +711.6% | +45.2% | +666.4% | +540.1% |
| All | +1,716.3% | +582.6% | +1,133.7% | +546.0% |
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 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