-21.0%
KKR vs CTVA
+22.4%
-43.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -1.0% | -1.8% |
| 7D | -0.9% | +4.9% | -5.8% | -1.1% |
| 30D | +2.2% | +11.9% | -9.8% | +1.6% |
| 3M | +13.1% | +13.7% | -0.6% | +11.4% |
| 6M | +15.3% | +13.1% | +2.1% | +13.0% |
| YTD | -15.0% | +32.0% | -47.0% | -20.5% |
| 1Y | -21.0% | +22.1% | -43.1% | -26.6% |
| All | -21.0% | +22.4% | -43.4% | -26.6% |
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