+77.3%
KKR vs CSGP
-61.9%
+139.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -0.8% |
| 7D | -0.9% | -4.1% | +3.2% | +0.9% |
| 30D | +2.2% | +2.3% | -0.2% | +0.9% |
| 3M | +13.1% | -8.2% | +21.2% | +16.2% |
| 6M | +15.3% | -35.1% | +50.3% | +39.4% |
| YTD | -15.0% | -54.0% | +39.0% | +21.2% |
| 1Y | -21.0% | -65.3% | +44.3% | +29.7% |
| All | +77.3% | -61.9% | +139.2% | +169.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling