+696.7%
KKR vs CRL
+256.1%
+440.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.7% |
| 7D | -6.2% | -3.5% | -2.6% | -4.6% |
| 30D | -8.9% | -2.1% | -6.7% | -8.1% |
| 3M | +6.3% | +48.0% | -41.7% | -12.7% |
| 6M | +16.5% | +64.7% | -48.3% | -10.6% |
| YTD | -20.3% | +39.5% | -59.8% | -34.0% |
| 1Y | -29.8% | +74.2% | -104.0% | -48.5% |
| 3Y | +63.2% | +39.4% | +23.8% | +22.7% |
| 5Y | +68.0% | -36.9% | +104.9% | +88.8% |
| All | +696.7% | +256.1% | +440.7% | +268.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 10y: compounded portfolio wealth divided by compounded CRL 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…
10y analysis · Full analysis span regression · 6 months rolling