+1,632.5%
KKR vs CP
+860.4%
+772.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +3.0% |
| 7D | +5.1% | +2.8% | +2.3% | +3.4% |
| 30D | +10.9% | +11.0% | -0.2% | +4.1% |
| 3M | -2.9% | +3.8% | -6.7% | -5.1% |
| 6M | -1.2% | +9.5% | -10.7% | -6.8% |
| YTD | -20.4% | +28.2% | -48.6% | -32.4% |
| 1Y | -15.4% | +33.0% | -48.4% | -29.7% |
| 3Y | +61.9% | +35.5% | +26.4% | +31.4% |
| 5Y | +38.3% | +25.8% | +12.5% | +16.8% |
| 10Y | +720.6% | +250.7% | +469.9% | +280.9% |
| All | +1,632.5% | +860.4% | +772.0% | +246.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling