-29.9%
KKR vs EMB
+3.1%
-33.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -1.3% |
| 7D | -8.1% | -1.1% | -7.0% | -5.8% |
| 30D | -9.1% | -1.1% | -8.0% | -6.8% |
| 3M | +6.4% | -0.8% | +7.1% | +8.3% |
| 6M | +12.6% | -0.1% | +12.6% | +15.1% |
| YTD | -20.4% | +0.4% | -20.9% | -20.2% |
| All | -29.9% | +3.1% | -33.1% | -34.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling