+1,716.3%
KKR vs ETR
+459.2%
+1,257.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.0% | -2.4% |
| 7D | -0.6% | +1.4% | -2.0% | -1.3% |
| 30D | +3.0% | +1.9% | +1.2% | +2.1% |
| 3M | +13.6% | +1.0% | +12.7% | +12.9% |
| 6M | +16.2% | +4.8% | +11.4% | +12.7% |
| YTD | -16.6% | +19.5% | -36.1% | -24.3% |
| 1Y | -23.2% | +28.1% | -51.3% | -32.6% |
| 3Y | +71.7% | +151.1% | -79.4% | +8.2% |
| 5Y | +74.8% | +125.2% | -50.3% | +14.9% |
| 10Y | +711.6% | +291.1% | +420.4% | +311.0% |
| All | +1,716.3% | +459.2% | +1,257.1% | +534.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling