+696.7%
KKR vs ESI
+312.8%
+384.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | -0.1% |
| 7D | -6.2% | -4.6% | -1.5% | -3.8% |
| 30D | -8.9% | -10.5% | +1.7% | -3.6% |
| 3M | +6.3% | -19.8% | +26.1% | +17.5% |
| 6M | +16.5% | +5.8% | +10.7% | +7.4% |
| YTD | -20.3% | +38.3% | -58.6% | -37.5% |
| 1Y | -29.8% | +31.5% | -61.3% | -43.7% |
| 3Y | +63.2% | +80.7% | -17.5% | +8.0% |
| 5Y | +68.0% | +69.4% | -1.5% | +15.1% |
| All | +696.7% | +312.8% | +384.0% | +254.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling