-13.7%
KKR vs CTVA
+33.4%
-47.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.2% | +2.4% | +5.5% |
| 7D | +8.9% | +8.2% | +0.7% | +8.8% |
| 30D | +12.7% | -1.0% | +13.7% | +12.3% |
| 3M | -6.2% | +4.6% | -10.7% | -6.4% |
| 6M | -1.5% | +0.5% | -2.0% | -2.2% |
| YTD | -20.1% | +22.7% | -42.8% | -28.6% |
| 1Y | -13.7% | +32.0% | -45.7% | -27.3% |
| All | -13.7% | +33.4% | -47.2% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 1y: compounded portfolio wealth divided by compounded CTVA 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…
1y analysis · Full analysis span regression · 6 months rolling