+1,688.1%
KKR vs EFX
+576.0%
+1,112.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -0.4% |
| 7D | -2.2% | -9.4% | +7.2% | +3.4% |
| 30D | +0.3% | -6.9% | +7.1% | +4.2% |
| 3M | +8.8% | +0.1% | +8.7% | +6.9% |
| 6M | +14.9% | -17.3% | +32.2% | +25.4% |
| YTD | -17.9% | -21.8% | +3.9% | -7.8% |
| 1Y | -23.7% | -32.5% | +8.8% | -6.8% |
| 3Y | +69.1% | -12.3% | +81.4% | +69.1% |
| 5Y | +72.6% | -36.6% | +109.2% | +106.2% |
| 10Y | +728.2% | +41.0% | +687.2% | +455.7% |
| All | +1,688.1% | +576.0% | +1,112.2% | +183.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling