+1,750.7%
KKR vs CPB
+0.9%
+1,749.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.5% | -1.3% |
| 7D | -0.9% | -8.6% | +7.7% | +0.4% |
| 30D | +2.2% | -7.2% | +9.4% | +3.2% |
| 3M | +13.1% | +0.9% | +12.2% | +12.6% |
| 6M | +15.3% | -11.8% | +27.1% | +17.0% |
| YTD | -15.0% | -19.4% | +4.4% | -12.7% |
| 1Y | -21.0% | -30.4% | +9.4% | -17.1% |
| 3Y | +76.7% | -40.2% | +116.9% | +87.1% |
| 5Y | +74.3% | -39.5% | +113.9% | +81.1% |
| 10Y | +753.7% | -47.4% | +801.1% | +802.1% |
| All | +1,750.7% | +0.9% | +1,749.8% | +976.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling