+696.7%
KKR vs ETR
+296.9%
+399.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -6.2% | -1.8% | -4.4% | -5.4% |
| 30D | -8.9% | -1.8% | -7.1% | -8.2% |
| 3M | +6.3% | -3.6% | +9.8% | +7.7% |
| 6M | +16.5% | +2.6% | +13.8% | +14.1% |
| YTD | -20.3% | +16.0% | -36.3% | -26.5% |
| 1Y | -29.8% | +20.1% | -49.9% | -36.4% |
| 3Y | +63.2% | +143.6% | -80.4% | +5.3% |
| 5Y | +68.0% | +124.4% | -56.4% | +11.7% |
| All | +696.7% | +296.9% | +399.9% | +402.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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