+38.3%
KKR vs CP
+25.5%
+12.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +3.0% |
| 7D | +5.1% | +2.8% | +2.3% | +3.2% |
| 30D | +10.9% | +11.0% | -0.2% | +3.5% |
| 3M | -2.9% | +3.8% | -6.7% | -5.3% |
| 6M | -1.2% | +9.5% | -10.7% | -7.3% |
| YTD | -20.4% | +28.2% | -48.6% | -33.6% |
| 1Y | -15.4% | +33.0% | -48.4% | -31.2% |
| 3Y | +61.9% | +35.5% | +26.4% | +26.1% |
| 5Y | +38.3% | +25.8% | +12.5% | +9.5% |
| All | +38.3% | +25.5% | +12.8% | +9.5% |
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