+71.7%
KKR vs CP
+20.4%
+51.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.3% | -1.6% |
| 7D | -0.6% | +2.4% | -3.1% | -2.0% |
| 30D | +3.0% | -0.5% | +3.6% | +3.4% |
| 3M | +13.6% | +1.4% | +12.2% | +12.5% |
| 6M | +16.2% | +10.3% | +5.9% | +9.1% |
| YTD | -16.6% | +24.3% | -40.9% | -27.6% |
| 1Y | -23.2% | +20.4% | -43.7% | -32.1% |
| 3Y | +71.7% | +21.8% | +49.9% | +47.9% |
| All | +71.7% | +20.4% | +51.3% | +47.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling