+696.7%
KKR vs EMB
+30.3%
+666.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -6.2% | -1.2% | -5.0% | -4.1% |
| 30D | -8.9% | -1.3% | -7.6% | -6.7% |
| 3M | +6.3% | -1.8% | +8.0% | +9.9% |
| 6M | +16.5% | +0.2% | +16.3% | +16.5% |
| YTD | -20.3% | +0.4% | -20.6% | -20.5% |
| 1Y | -29.8% | +2.8% | -32.6% | -32.8% |
| 3Y | +63.2% | +29.1% | +34.0% | +8.1% |
| 5Y | +68.0% | +6.3% | +61.7% | +55.4% |
| All | +696.7% | +30.3% | +666.4% | +527.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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