+74.8%
KKR vs ES
-2.9%
+77.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.0% |
| 7D | -0.6% | +1.4% | -2.0% | -1.0% |
| 30D | +3.0% | -1.2% | +4.2% | +3.3% |
| 3M | +13.6% | +5.0% | +8.7% | +12.0% |
| 6M | +16.2% | -2.8% | +19.0% | +16.7% |
| YTD | -16.6% | +8.6% | -25.2% | -19.2% |
| 1Y | -23.2% | +18.9% | -42.1% | -28.6% |
| 3Y | +71.7% | +32.1% | +39.6% | +50.4% |
| 5Y | +74.8% | -5.1% | +79.9% | +73.6% |
| All | +74.8% | -2.9% | +77.7% | +73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling