+1,716.3%
KKR vs EL
+284.1%
+1,432.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -0.9% |
| 7D | -0.6% | +1.7% | -2.3% | -1.4% |
| 30D | +3.0% | +15.5% | -12.5% | -4.1% |
| 3M | +13.6% | +20.6% | -6.9% | +3.4% |
| 6M | +16.2% | +10.5% | +5.7% | +8.2% |
| YTD | -16.6% | -1.9% | -14.7% | -19.1% |
| 1Y | -23.2% | +16.1% | -39.3% | -32.1% |
| 3Y | +71.7% | -30.2% | +101.9% | +75.5% |
| 5Y | +74.8% | -67.4% | +142.2% | +170.9% |
| 10Y | +711.6% | +31.2% | +680.3% | +452.0% |
| All | +1,716.3% | +284.1% | +1,432.2% | +577.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling