+62.8%
KKR vs EL
-34.4%
+97.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -2.5% |
| 7D | -8.1% | -4.4% | -3.7% | -7.1% |
| 30D | -9.1% | +10.3% | -19.4% | -11.6% |
| 3M | +6.4% | +13.4% | -7.0% | +2.6% |
| 6M | +12.6% | +3.1% | +9.5% | +10.4% |
| YTD | -20.4% | -6.9% | -13.5% | -20.3% |
| 1Y | -27.1% | +11.9% | -39.0% | -30.6% |
| All | +62.8% | -34.4% | +97.3% | +60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 EL 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