+62.8%
KKR vs EIX
-5.9%
+68.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.9% |
| 7D | -8.1% | +0.8% | -8.9% | -8.3% |
| 30D | -9.1% | -18.8% | +9.7% | -6.0% |
| 3M | +6.4% | -19.7% | +26.0% | +9.8% |
| 6M | +12.6% | -18.2% | +30.8% | +14.9% |
| YTD | -20.4% | -1.7% | -18.7% | -24.7% |
| 1Y | -27.1% | +7.8% | -34.8% | -33.6% |
| All | +62.8% | -5.9% | +68.7% | +49.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling