+66.5%
KKR vs CPB
-41.0%
+107.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | -6.2% | -1.8% | -4.4% | -6.2% |
| 30D | -8.9% | -7.1% | -1.8% | -8.8% |
| 3M | +6.3% | -6.0% | +12.3% | +6.3% |
| 6M | +16.5% | -5.3% | +21.7% | +16.5% |
| YTD | -20.3% | -20.8% | +0.6% | -20.3% |
| 1Y | -29.8% | -33.8% | +4.1% | -29.8% |
| 3Y | +63.2% | -43.7% | +106.9% | +62.1% |
| All | +66.5% | -41.0% | +107.5% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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