+696.7%
KKR vs COR
+406.5%
+290.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -6.2% | -2.8% | -3.3% | -5.3% |
| 30D | -8.9% | +2.6% | -11.4% | -9.6% |
| 3M | +6.3% | +14.5% | -8.2% | +1.6% |
| 6M | +16.5% | -7.8% | +24.3% | +18.1% |
| YTD | -20.3% | -4.2% | -16.0% | -20.6% |
| 1Y | -29.8% | +7.0% | -36.8% | -33.1% |
| 3Y | +63.2% | +85.5% | -22.3% | +23.1% |
| 5Y | +68.0% | +181.2% | -113.2% | +6.3% |
| All | +696.7% | +406.5% | +290.3% | +308.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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