+67.6%
KKR vs EAT
+308.2%
-240.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | -8.1% | -6.2% | -1.9% | -6.3% |
| 30D | -9.1% | -3.0% | -6.1% | -8.8% |
| 3M | +6.4% | +45.6% | -39.3% | -6.7% |
| 6M | +12.6% | +53.5% | -41.0% | -4.5% |
| YTD | -20.4% | +49.6% | -70.0% | -32.2% |
| 1Y | -27.1% | +38.9% | -66.0% | -36.9% |
| 3Y | +63.8% | +589.7% | -525.8% | -21.8% |
| 5Y | +67.6% | +318.7% | -251.0% | -20.0% |
| All | +67.6% | +308.2% | -240.5% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 5y: compounded portfolio wealth divided by compounded EAT 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…
5y analysis · Full analysis span regression · 6 months rolling