+67.6%
KKR vs EMR
+62.1%
+5.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.0% |
| 7D | -8.1% | -1.2% | -6.9% | -7.2% |
| 30D | -9.1% | -9.4% | +0.3% | -1.7% |
| 3M | +6.4% | +8.6% | -2.2% | -0.7% |
| 6M | +12.6% | +6.7% | +5.9% | +4.9% |
| YTD | -20.4% | +13.1% | -33.5% | -30.1% |
| 1Y | -27.1% | +12.7% | -39.8% | -36.2% |
| 3Y | +63.8% | +58.1% | +5.8% | +6.7% |
| 5Y | +67.6% | +63.6% | +4.0% | +1.0% |
| All | +67.6% | +62.1% | +5.5% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 5y: compounded portfolio wealth divided by compounded EMR 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…
5y analysis · Full analysis span regression · 6 months rolling