+720.4%
KKR vs ES
+87.2%
+633.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.1% |
| 7D | -2.2% | 0.0% | -2.2% | -2.2% |
| 30D | +0.3% | -1.0% | +1.3% | +0.6% |
| 3M | +8.8% | +1.5% | +7.3% | +8.0% |
| 6M | +14.9% | -3.5% | +18.4% | +15.8% |
| YTD | -17.9% | +7.0% | -24.9% | -20.5% |
| 1Y | -23.7% | +15.3% | -39.0% | -28.8% |
| 3Y | +69.1% | +30.2% | +38.9% | +47.2% |
| 5Y | +72.6% | -4.3% | +76.8% | +69.3% |
| All | +720.4% | +87.2% | +633.3% | +667.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling