+695.1%
KKR vs ES
+83.3%
+611.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -2.4% |
| 7D | -8.1% | -3.5% | -4.6% | -7.0% |
| 30D | -9.1% | -3.0% | -6.1% | -8.2% |
| 3M | +6.4% | -0.3% | +6.6% | +6.2% |
| 6M | +12.6% | -5.2% | +17.7% | +14.1% |
| YTD | -20.4% | +4.8% | -25.2% | -22.4% |
| 1Y | -27.1% | +12.7% | -39.8% | -31.4% |
| 3Y | +63.8% | +27.5% | +36.3% | +43.6% |
| 5Y | +67.6% | -4.7% | +72.3% | +64.5% |
| All | +695.1% | +83.3% | +611.8% | +649.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ES 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling