+728.2%
KKR vs CSGP
+37.7%
+690.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +1.0% | -0.3% |
| 7D | -2.2% | -5.4% | +3.2% | +0.5% |
| 30D | +0.3% | -6.0% | +6.3% | +3.1% |
| 3M | +8.8% | -12.8% | +21.6% | +14.8% |
| 6M | +14.9% | -38.9% | +53.8% | +44.7% |
| YTD | -17.9% | -56.0% | +38.1% | +21.6% |
| 1Y | -23.7% | -66.4% | +42.8% | +29.8% |
| 3Y | +69.1% | -64.2% | +133.2% | +170.7% |
| 5Y | +72.6% | -67.0% | +139.6% | +179.1% |
| 10Y | +728.2% | +43.8% | +684.4% | +589.5% |
| All | +728.2% | +37.7% | +690.5% | +589.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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