+696.7%
KKR vs ET
+177.0%
+519.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | -6.2% | +0.2% | -6.4% | -6.3% |
| 30D | -8.9% | +2.9% | -11.7% | -10.0% |
| 3M | +6.3% | +16.8% | -10.5% | -0.6% |
| 6M | +16.5% | +18.9% | -2.4% | +7.8% |
| YTD | -20.3% | +37.7% | -58.0% | -30.8% |
| 1Y | -29.8% | +32.4% | -62.2% | -38.2% |
| 3Y | +63.2% | +99.5% | -36.3% | +24.4% |
| 5Y | +68.0% | +244.0% | -176.0% | +5.6% |
| All | +696.7% | +177.0% | +519.7% | +423.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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