+1,716.3%
KKR vs EMB
+92.0%
+1,624.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.7% | -1.7% |
| 7D | -0.6% | +0.3% | -0.9% | -1.1% |
| 30D | +3.0% | -0.5% | +3.5% | +4.0% |
| 3M | +13.6% | +0.3% | +13.3% | +13.3% |
| 6M | +16.2% | +1.2% | +15.0% | +14.4% |
| YTD | -16.6% | +1.5% | -18.1% | -18.3% |
| 1Y | -23.2% | +4.8% | -28.0% | -28.6% |
| 3Y | +71.7% | +30.4% | +41.4% | +14.3% |
| 5Y | +74.8% | +7.3% | +67.6% | +60.0% |
| 10Y | +711.6% | +29.7% | +681.8% | +486.3% |
| All | +1,716.3% | +92.0% | +1,624.3% | +577.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling