-18.2%
KKR vs ES
+2.1%
-20.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.9% |
| 7D | +1.6% | +2.7% | -1.1% | +1.6% |
| 30D | +14.5% | +7.6% | +7.0% | +14.6% |
| 3M | -15.0% | +0.5% | -15.5% | -15.4% |
| 6M | +1.0% | +7.6% | -6.6% | +1.3% |
| YTD | -22.6% | +10.2% | -32.9% | -23.0% |
| 1Y | -18.2% | +1.8% | -20.0% | -19.2% |
| All | -18.2% | +2.1% | -20.4% | -19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling