-16.7%
KKR vs EQX
+6.3%
-23.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | +2.6% | +10.8% | -8.2% | +1.4% |
| 30D | +8.4% | -0.9% | +9.3% | +8.1% |
| 3M | -6.8% | +9.5% | -16.3% | -7.6% |
| 6M | -3.3% | -16.8% | +13.5% | -3.1% |
| YTD | -22.5% | -19.3% | -3.1% | -23.4% |
| 1Y | -16.7% | +6.9% | -23.6% | -20.6% |
| All | -16.7% | +6.3% | -23.0% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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