+555.0%
KKR vs ESI
+226.4%
+328.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.4% | -2.1% |
| 7D | -0.6% | +5.4% | -6.0% | -2.9% |
| 30D | +3.0% | -4.2% | +7.2% | +4.7% |
| 3M | +13.6% | -9.6% | +23.3% | +16.8% |
| 6M | +16.2% | +18.3% | -2.1% | +4.3% |
| YTD | -16.6% | +45.8% | -62.4% | -32.1% |
| 1Y | -23.2% | +39.2% | -62.4% | -36.3% |
| 3Y | +71.7% | +86.3% | -14.5% | +25.3% |
| 5Y | +74.8% | +76.2% | -1.4% | +31.1% |
| 10Y | +711.6% | +306.8% | +404.8% | +334.4% |
| All | +555.0% | +226.4% | +328.6% | +290.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling