+1,750.7%
KKR vs EW
+860.6%
+890.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -2.0% | -1.9% |
| 7D | -0.9% | -0.3% | -0.5% | -0.8% |
| 30D | +2.2% | +1.0% | +1.1% | +1.8% |
| 3M | +13.1% | +2.8% | +10.3% | +11.7% |
| 6M | +15.3% | +5.5% | +9.8% | +12.5% |
| YTD | -15.0% | +5.5% | -20.5% | -17.3% |
| 1Y | -21.0% | +11.0% | -32.0% | -24.7% |
| 3Y | +76.7% | +17.7% | +59.0% | +57.0% |
| 5Y | +74.3% | -25.7% | +100.1% | +82.2% |
| 10Y | +753.7% | +132.8% | +620.9% | +503.6% |
| All | +1,750.7% | +860.6% | +890.0% | +653.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling