+66.5%
KKR vs EFX
-36.2%
+102.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.1% |
| 7D | -6.2% | -4.5% | -1.6% | -3.7% |
| 30D | -8.9% | -6.1% | -2.8% | -5.8% |
| 3M | +6.3% | +6.2% | +0.1% | +0.8% |
| 6M | +16.5% | -11.2% | +27.7% | +22.0% |
| YTD | -20.3% | -21.4% | +1.1% | -10.4% |
| 1Y | -29.8% | -34.3% | +4.5% | -12.1% |
| 3Y | +63.2% | -12.5% | +75.7% | +59.7% |
| All | +66.5% | -36.2% | +102.6% | +95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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