+66.1%
KKR vs EQT
+197.4%
-131.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.2% |
| 7D | -8.1% | -1.2% | -6.9% | -7.8% |
| 30D | -9.1% | +1.1% | -10.2% | -9.4% |
| 3M | +6.4% | +4.8% | +1.6% | +4.8% |
| 6M | +12.6% | -10.6% | +23.1% | +15.0% |
| YTD | -20.4% | +3.4% | -23.9% | -22.2% |
| 1Y | -27.1% | +8.7% | -35.7% | -30.0% |
| 3Y | +63.8% | +35.0% | +28.9% | +45.9% |
| All | +66.1% | +197.4% | -131.2% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 5y: compounded portfolio wealth divided by compounded EQT 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…
5y analysis · Full analysis span regression · 6 months rolling