+63.2%
KKR vs EQX
+168.9%
-105.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | +0.1% |
| 7D | -6.2% | -3.2% | -3.0% | -5.9% |
| 30D | -8.9% | +7.8% | -16.6% | -9.4% |
| 3M | +6.3% | +21.3% | -15.1% | +4.5% |
| 6M | +16.5% | -22.4% | +38.9% | +17.6% |
| YTD | -20.3% | -11.3% | -8.9% | -20.7% |
| 1Y | -29.8% | +13.5% | -43.3% | -31.8% |
| 3Y | +63.2% | +162.1% | -99.0% | +41.6% |
| All | +63.2% | +168.9% | -105.8% | +41.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling