-13.7%
KKR vs EQH
+18.6%
-32.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.6% | +4.0% | +4.6% |
| 7D | +8.9% | +2.8% | +6.1% | +7.1% |
| 30D | +12.7% | +3.9% | +8.7% | +10.0% |
| 3M | -6.2% | +16.3% | -22.5% | -15.2% |
| 6M | -1.5% | +37.1% | -38.7% | -21.2% |
| YTD | -20.1% | +20.2% | -40.3% | -27.7% |
| 1Y | -13.7% | +17.9% | -31.7% | -21.4% |
| All | -13.7% | +18.6% | -32.3% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 1y: compounded portfolio wealth divided by compounded EQH 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…
1y analysis · Full analysis span regression · 6 months rolling