+696.7%
KKR vs EW
+120.5%
+576.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +1.4% |
| 7D | -6.2% | -6.2% | 0.0% | -3.7% |
| 30D | -8.9% | -9.3% | +0.5% | -5.0% |
| 3M | +6.3% | -1.6% | +7.9% | +6.7% |
| 6M | +16.5% | -0.8% | +17.3% | +16.2% |
| YTD | -20.3% | -1.0% | -19.2% | -20.7% |
| 1Y | -29.8% | +8.2% | -37.9% | -33.0% |
| 3Y | +63.2% | +12.7% | +50.5% | +43.2% |
| 5Y | +68.0% | -30.2% | +98.2% | +82.6% |
| All | +696.7% | +120.5% | +576.3% | +438.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling