+62.8%
KKR vs EMB
+29.4%
+33.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +8.4% |
| 6M | +12.6% | -0.1% | +12.6% | +13.3% |
| YTD | -20.4% | +0.4% | -20.9% | -20.8% |
| 1Y | -27.1% | +3.3% | -30.3% | -31.7% |
| All | +62.8% | +29.4% | +33.4% | -0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling