+203.6%
KKR vs EOSE
-60.2%
+263.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.9% | +0.8% | -2.8% |
| 7D | -8.1% | +14.0% | -22.1% | -9.1% |
| 30D | -9.1% | -5.9% | -3.2% | -9.0% |
| 3M | +6.4% | -34.3% | +40.6% | +8.8% |
| 6M | +12.6% | -37.8% | +50.3% | +14.3% |
| YTD | -20.4% | -65.2% | +44.8% | -16.6% |
| 1Y | -27.1% | -41.9% | +14.9% | -27.2% |
| 3Y | +63.8% | +44.6% | +19.3% | +41.6% |
| 5Y | +67.6% | -69.2% | +136.8% | +36.6% |
| All | +203.6% | -60.2% | +263.8% | +153.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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