+1,750.7%
KKR vs ES
+352.0%
+1,398.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.3% | -1.6% |
| 7D | -0.9% | +0.3% | -1.2% | -1.0% |
| 30D | +2.2% | -2.0% | +4.1% | +2.9% |
| 3M | +13.1% | +1.7% | +11.4% | +12.0% |
| 6M | +15.3% | -3.5% | +18.8% | +16.2% |
| YTD | -15.0% | +7.9% | -22.9% | -18.4% |
| 1Y | -21.0% | +17.2% | -38.2% | -27.6% |
| 3Y | +76.7% | +29.3% | +47.4% | +51.2% |
| 5Y | +74.3% | -5.7% | +80.1% | +71.1% |
| 10Y | +753.7% | +85.2% | +668.5% | +477.4% |
| All | +1,750.7% | +352.0% | +1,398.6% | +387.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling