+1,716.3%
KKR vs ENB
+344.3%
+1,372.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.6% | -2.3% |
| 7D | -0.6% | -0.5% | -0.2% | -0.4% |
| 30D | +3.0% | -0.2% | +3.2% | +3.0% |
| 3M | +13.6% | -7.5% | +21.2% | +18.3% |
| 6M | +16.2% | -4.1% | +20.3% | +18.1% |
| YTD | -16.6% | +9.8% | -26.4% | -22.4% |
| 1Y | -23.2% | +8.7% | -31.9% | -28.3% |
| 3Y | +71.7% | +79.0% | -7.3% | +17.2% |
| 5Y | +74.8% | +69.1% | +5.7% | +24.9% |
| 10Y | +711.6% | +96.5% | +615.1% | +403.1% |
| All | +1,716.3% | +344.3% | +1,372.0% | +413.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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