+718.7%
KKR vs ELF
+303.8%
+414.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ELF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -0.1% |
| 7D | -6.2% | -11.6% | +5.5% | -3.6% |
| 30D | -8.9% | +4.6% | -13.5% | -9.9% |
| 3M | +6.3% | +59.7% | -53.4% | -4.9% |
| 6M | +16.5% | +21.2% | -4.8% | +9.8% |
| YTD | -20.3% | +27.4% | -47.7% | -26.2% |
| 1Y | -29.8% | -29.8% | 0.0% | -27.7% |
| 3Y | +63.2% | -28.5% | +91.6% | +51.6% |
| 5Y | +68.0% | +220.0% | -152.1% | +1.0% |
| All | +718.7% | +303.8% | +414.9% | +305.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ELF.
Daily Out/Under-Performance
Portfolio return minus ELF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELF 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 ELF 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