+1,750.7%
KKR vs EMR
+407.1%
+1,343.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.6% | -3.1% |
| 7D | -0.9% | -1.5% | +0.6% | +0.2% |
| 30D | +2.2% | -5.6% | +7.8% | +6.5% |
| 3M | +13.1% | +7.9% | +5.1% | +6.6% |
| 6M | +15.3% | +6.0% | +9.2% | +8.7% |
| YTD | -15.0% | +16.4% | -31.5% | -25.5% |
| 1Y | -21.0% | +16.6% | -37.6% | -31.2% |
| 3Y | +76.7% | +62.9% | +13.8% | +20.8% |
| 5Y | +74.3% | +60.1% | +14.2% | +20.6% |
| 10Y | +753.7% | +268.7% | +485.0% | +199.5% |
| All | +1,750.7% | +407.1% | +1,343.6% | +389.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling