+1,750.7%
KKR vs CSGP
+664.5%
+1,086.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -0.7% |
| 7D | -0.9% | -4.1% | +3.2% | +1.1% |
| 30D | +2.2% | +2.3% | -0.2% | +0.7% |
| 3M | +13.1% | -8.2% | +21.2% | +16.1% |
| 6M | +15.3% | -35.1% | +50.3% | +39.6% |
| YTD | -15.0% | -54.0% | +39.0% | +21.3% |
| 1Y | -21.0% | -65.3% | +44.3% | +29.4% |
| 3Y | +76.7% | -62.6% | +139.3% | +172.3% |
| 5Y | +74.3% | -64.8% | +139.2% | +169.5% |
| 10Y | +753.7% | +45.1% | +708.6% | +546.9% |
| All | +1,750.7% | +664.5% | +1,086.1% | +387.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling