+74.8%
KKR vs CSGP
-65.4%
+140.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | 0.0% | -1.0% |
| 7D | -0.6% | -5.1% | +4.5% | +1.9% |
| 30D | +3.0% | +0.3% | +2.7% | +2.5% |
| 3M | +13.6% | -9.1% | +22.8% | +17.5% |
| 6M | +16.2% | -37.3% | +53.5% | +44.8% |
| YTD | -16.6% | -54.9% | +38.3% | +22.8% |
| 1Y | -23.2% | -65.5% | +42.3% | +30.3% |
| 3Y | +71.7% | -63.3% | +135.0% | +172.6% |
| 5Y | +74.8% | -65.8% | +140.6% | +156.3% |
| All | +74.8% | -65.4% | +140.2% | +156.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling