+1,688.1%
KKR vs EFV
+238.7%
+1,449.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -0.5% |
| 7D | -2.2% | -0.5% | -1.7% | -1.6% |
| 30D | +0.3% | 0.0% | +0.2% | +0.3% |
| 3M | +8.8% | +8.4% | +0.4% | -0.6% |
| 6M | +14.9% | +12.3% | +2.6% | +0.5% |
| YTD | -17.9% | +17.4% | -35.3% | -31.9% |
| 1Y | -23.7% | +27.1% | -50.8% | -42.1% |
| 3Y | +69.1% | +90.7% | -21.7% | -18.0% |
| 5Y | +72.6% | +95.6% | -23.1% | -16.0% |
| 10Y | +728.2% | +165.3% | +562.9% | +196.6% |
| All | +1,688.1% | +238.7% | +1,449.5% | +397.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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