+1,688.1%
KKR vs EME
+3,097.8%
-1,409.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.9% | -0.3% |
| 7D | -2.2% | +2.7% | -4.9% | -3.7% |
| 30D | +0.3% | -6.8% | +7.1% | +3.6% |
| 3M | +8.8% | -8.8% | +17.6% | +11.6% |
| 6M | +14.9% | +5.0% | +9.9% | +8.0% |
| YTD | -17.9% | +23.5% | -41.4% | -30.2% |
| 1Y | -23.7% | +21.3% | -45.0% | -36.3% |
| 3Y | +69.1% | +241.1% | -172.0% | -25.1% |
| 5Y | +72.6% | +549.2% | -476.6% | -48.0% |
| 10Y | +728.2% | +1,306.4% | -578.2% | +45.0% |
| All | +1,688.1% | +3,097.8% | -1,409.7% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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