+1,632.8%
KKR vs EQT
+214.4%
+1,418.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -9.3% |
| 3M | +6.4% | +4.8% | +1.6% | +4.9% |
| 6M | +12.6% | -10.6% | +23.1% | +14.7% |
| YTD | -20.4% | +3.4% | -23.9% | -22.0% |
| 1Y | -27.1% | +8.7% | -35.7% | -29.6% |
| 3Y | +63.8% | +35.0% | +28.9% | +48.3% |
| 5Y | +67.6% | +204.2% | -136.6% | +22.0% |
| 10Y | +702.6% | +52.5% | +650.1% | +531.3% |
| All | +1,632.8% | +214.4% | +1,418.4% | +805.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling