+73.0%
KKR vs ED
+67.9%
+5.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.8% | -1.5% |
| 7D | -2.2% | -0.2% | -2.0% | -2.2% |
| 30D | +0.3% | +1.9% | -1.7% | +0.2% |
| 3M | +8.8% | +1.9% | +7.0% | +8.6% |
| 6M | +14.9% | -2.3% | +17.2% | +14.9% |
| YTD | -17.9% | +10.9% | -28.8% | -19.1% |
| 1Y | -23.7% | +14.5% | -38.2% | -25.3% |
| 3Y | +69.1% | +33.4% | +35.7% | +52.7% |
| All | +73.0% | +67.9% | +5.0% | +53.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling