+1,750.7%
KKR vs CP
+836.0%
+914.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.2% | -2.0% |
| 7D | -0.9% | -2.7% | +1.8% | +0.8% |
| 30D | +2.2% | +0.2% | +2.0% | +2.1% |
| 3M | +13.1% | +2.6% | +10.5% | +11.1% |
| 6M | +15.3% | +6.0% | +9.3% | +10.6% |
| YTD | -15.0% | +24.9% | -39.9% | -26.6% |
| 1Y | -21.0% | +20.1% | -41.1% | -30.2% |
| 3Y | +76.7% | +16.4% | +60.3% | +57.2% |
| 5Y | +74.3% | +31.7% | +42.6% | +43.3% |
| 10Y | +753.7% | +223.9% | +529.9% | +313.4% |
| All | +1,750.7% | +836.0% | +914.7% | +276.4% |
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