+701.4%
KKR vs CSGP
+63.3%
+638.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.7% | +2.8% | +0.4% |
| 7D | +2.2% | +1.3% | +1.0% | +1.6% |
| 30D | +7.6% | +10.7% | -3.1% | +0.6% |
| 3M | -6.5% | +3.3% | -9.7% | -10.0% |
| 6M | -3.9% | -10.3% | +6.4% | -2.4% |
| YTD | -23.9% | -54.6% | +30.7% | +9.1% |
| 1Y | -18.5% | -54.6% | +36.1% | +16.6% |
| 3Y | +65.8% | -60.3% | +126.1% | +147.6% |
| 5Y | +25.3% | -63.3% | +88.6% | +90.0% |
| All | +701.4% | +63.3% | +638.1% | +540.1% |
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