+695.1%
KKR vs CP
+230.5%
+464.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.4% | -1.7% | -2.2% |
| 7D | -8.1% | -2.7% | -5.4% | -6.4% |
| 30D | -9.1% | -3.4% | -5.8% | -7.0% |
| 3M | +6.4% | -0.6% | +7.0% | +6.6% |
| 6M | +12.6% | +6.3% | +6.3% | +7.2% |
| YTD | -20.4% | +21.2% | -41.6% | -31.2% |
| 1Y | -27.1% | +20.0% | -47.1% | -36.5% |
| 3Y | +63.8% | +18.7% | +45.1% | +40.9% |
| 5Y | +67.6% | +34.8% | +32.9% | +30.8% |
| All | +695.1% | +230.5% | +464.5% | +246.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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