+67.6%
KKR vs ESI
+66.0%
+1.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.5% | +1.4% | -0.4% |
| 7D | -8.1% | -2.3% | -5.8% | -6.9% |
| 30D | -9.1% | -9.0% | -0.1% | -4.1% |
| 3M | +6.4% | -13.3% | +19.6% | +12.7% |
| 6M | +12.6% | +5.3% | +7.3% | +1.1% |
| YTD | -20.4% | +37.6% | -58.0% | -42.0% |
| 1Y | -27.1% | +33.6% | -60.7% | -46.1% |
| 3Y | +63.8% | +75.8% | -11.9% | -6.1% |
| 5Y | +67.6% | +68.6% | -1.0% | +1.5% |
| All | +67.6% | +66.0% | +1.6% | +1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling