+398.8%
KKR vs EQH
+234.7%
+164.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.7% |
| 7D | -6.2% | +0.7% | -6.9% | -6.6% |
| 30D | -8.9% | +2.8% | -11.7% | -10.6% |
| 3M | +6.3% | +23.1% | -16.8% | -8.2% |
| 6M | +16.5% | +41.4% | -24.9% | -9.2% |
| YTD | -20.3% | +14.3% | -34.5% | -27.9% |
| 1Y | -29.8% | +1.6% | -31.4% | -31.4% |
| 3Y | +63.2% | +102.7% | -39.5% | +4.0% |
| 5Y | +68.0% | +104.5% | -36.6% | +6.9% |
| All | +398.8% | +234.7% | +164.1% | +116.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling