+701.4%
KKR vs CVE
+136.1%
+565.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.7% |
| 7D | +2.2% | -16.1% | +18.3% | +6.4% |
| 30D | +7.6% | -10.4% | +18.0% | +9.9% |
| 3M | -6.5% | -2.4% | -4.1% | -6.8% |
| 6M | -3.9% | -4.4% | +0.5% | -4.5% |
| YTD | -23.9% | +64.9% | -88.8% | -35.2% |
| 1Y | -18.5% | +66.0% | -84.6% | -30.9% |
| 3Y | +65.8% | +57.7% | +8.1% | +39.9% |
| 5Y | +25.3% | +144.7% | -119.4% | -7.2% |
| All | +701.4% | +136.1% | +565.2% | +344.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 10y: compounded portfolio wealth divided by compounded CVE 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…
10y analysis · Full analysis span regression · 6 months rolling