+1,716.3%
KKR vs EIX
+225.3%
+1,491.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.5% | -6.4% | -3.5% |
| 7D | -0.6% | +0.9% | -1.5% | -1.1% |
| 30D | +3.0% | -13.5% | +16.6% | +6.3% |
| 3M | +13.6% | -15.3% | +28.9% | +17.6% |
| 6M | +16.2% | -15.3% | +31.5% | +19.7% |
| YTD | -16.6% | +2.7% | -19.3% | -21.1% |
| 1Y | -23.2% | +17.4% | -40.7% | -31.4% |
| 3Y | +71.7% | -1.3% | +73.1% | +60.9% |
| 5Y | +74.8% | +27.2% | +47.6% | +46.2% |
| 10Y | +711.6% | +22.7% | +688.8% | +546.7% |
| All | +1,716.3% | +225.3% | +1,491.1% | +477.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling