+696.7%
KKR vs EIX
+19.9%
+676.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.7% |
| 7D | -6.2% | -1.4% | -4.8% | -5.8% |
| 30D | -8.9% | -19.3% | +10.5% | -4.0% |
| 3M | +6.3% | -21.7% | +27.9% | +12.8% |
| 6M | +16.5% | -19.8% | +36.3% | +22.0% |
| YTD | -20.3% | -3.0% | -17.2% | -23.0% |
| 1Y | -29.8% | +5.1% | -34.9% | -34.4% |
| 3Y | +63.2% | -7.0% | +70.1% | +56.3% |
| 5Y | +68.0% | +22.0% | +45.9% | +43.8% |
| All | +696.7% | +19.9% | +676.9% | +571.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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