-13.7%
KKR vs EW
+19.7%
-33.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +4.4% | +1.2% | +4.3% |
| 7D | +8.9% | +8.3% | +0.7% | +6.6% |
| 30D | +12.7% | +13.9% | -1.3% | +8.9% |
| 3M | -6.2% | +10.9% | -17.1% | -8.6% |
| 6M | -1.5% | +19.2% | -20.8% | -5.6% |
| YTD | -20.1% | +16.6% | -36.6% | -21.6% |
| 1Y | -13.7% | +18.1% | -31.8% | -16.3% |
| All | -13.7% | +19.7% | -33.4% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 1y: compounded portfolio wealth divided by compounded EW 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…
1y analysis · Full analysis span regression · 6 months rolling