+126.3%
KKR vs CPNG
-76.8%
+203.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.5% |
| 7D | -2.2% | -7.6% | +5.4% | -0.1% |
| 30D | +0.3% | -8.8% | +9.1% | +2.8% |
| 3M | +8.8% | -7.2% | +16.0% | +10.0% |
| 6M | +14.9% | -21.5% | +36.4% | +20.5% |
| YTD | -17.9% | -37.4% | +19.5% | -8.6% |
| 1Y | -23.7% | -54.3% | +30.7% | -7.6% |
| 3Y | +69.1% | -20.3% | +89.4% | +71.3% |
| 5Y | +72.6% | -51.2% | +123.8% | +72.3% |
| All | +126.3% | -76.8% | +203.0% | +129.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPNG.
Daily Out/Under-Performance
Portfolio return minus CPNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPNG 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 CPNG 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