+74.8%
KKR vs CP
+34.0%
+40.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.3% | -1.5% |
| 7D | -0.6% | +2.4% | -3.1% | -2.2% |
| 30D | +3.0% | -0.5% | +3.6% | +3.4% |
| 3M | +13.6% | +1.4% | +12.2% | +12.3% |
| 6M | +16.2% | +10.3% | +5.9% | +8.1% |
| YTD | -16.6% | +24.3% | -40.9% | -29.0% |
| 1Y | -23.2% | +20.4% | -43.7% | -33.2% |
| 3Y | +71.7% | +21.8% | +49.9% | +44.5% |
| 5Y | +74.8% | +31.5% | +43.3% | +36.6% |
| All | +74.8% | +34.0% | +40.8% | +36.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling