+66.5%
KKR vs CRS
+1,363.4%
-1,296.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.6% |
| 7D | -6.2% | -6.8% | +0.6% | -4.0% |
| 30D | -8.9% | -16.1% | +7.3% | -3.5% |
| 3M | +6.3% | -21.2% | +27.4% | +14.2% |
| 6M | +16.5% | +8.7% | +7.8% | +10.7% |
| YTD | -20.3% | +41.0% | -61.2% | -31.8% |
| 1Y | -29.8% | +82.7% | -112.5% | -46.8% |
| 3Y | +63.2% | +604.8% | -541.6% | -26.6% |
| All | +66.5% | +1,363.4% | -1,296.9% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 CRS 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