-13.7%
KKR vs ESI
+27.8%
-41.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -4.6% | +10.2% | +6.5% |
| 7D | +8.9% | -6.6% | +15.5% | +10.3% |
| 30D | +12.7% | -10.9% | +23.6% | +15.1% |
| 3M | -6.2% | -13.8% | +7.6% | -3.5% |
| 6M | -1.5% | -21.5% | +20.0% | +2.6% |
| YTD | -20.1% | +34.7% | -54.7% | -37.5% |
| 1Y | -13.7% | +24.9% | -38.6% | -29.2% |
| All | -13.7% | +27.8% | -41.5% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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