+1,750.7%
KKR vs CVE
+59.9%
+1,690.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.5% |
| 7D | -0.9% | +2.5% | -3.4% | -1.6% |
| 30D | +2.2% | +16.7% | -14.6% | -2.5% |
| 3M | +13.1% | +9.3% | +3.8% | +9.2% |
| 6M | +15.3% | +43.6% | -28.3% | +1.8% |
| YTD | -15.0% | +93.6% | -108.6% | -31.8% |
| 1Y | -21.0% | +98.8% | -119.8% | -37.4% |
| 3Y | +76.7% | +73.6% | +3.1% | +42.9% |
| 5Y | +74.3% | +312.5% | -238.1% | +5.9% |
| 10Y | +753.7% | +161.0% | +592.7% | +378.7% |
| All | +1,750.7% | +59.9% | +1,690.8% | +1,131.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling