+696.7%
KKR vs ED
+108.5%
+588.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -6.2% | -0.8% | -5.4% | -6.0% |
| 30D | -8.9% | -0.4% | -8.4% | -8.8% |
| 3M | +6.3% | +0.5% | +5.8% | +6.0% |
| 6M | +16.5% | -3.1% | +19.6% | +16.9% |
| YTD | -20.3% | +9.8% | -30.1% | -22.4% |
| 1Y | -29.8% | +12.6% | -42.4% | -32.2% |
| 3Y | +63.2% | +31.4% | +31.8% | +47.5% |
| 5Y | +68.0% | +69.4% | -1.5% | +40.5% |
| All | +696.7% | +108.5% | +588.2% | +581.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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