+1,584.4%
KKR vs EW
+1,045.0%
+539.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.4% |
| 7D | +1.6% | +4.9% | -3.3% | -0.2% |
| 30D | +14.5% | +23.9% | -9.4% | +5.9% |
| 3M | -15.0% | +15.8% | -30.7% | -19.5% |
| 6M | +1.0% | +31.7% | -30.6% | -9.0% |
| YTD | -22.6% | +25.7% | -48.3% | -29.5% |
| 1Y | -18.2% | +24.4% | -42.6% | -25.2% |
| 3Y | +56.4% | +65.9% | -9.5% | +22.1% |
| 5Y | +29.6% | -7.6% | +37.2% | +25.0% |
| 10Y | +671.3% | +253.2% | +418.1% | +382.7% |
| All | +1,584.4% | +1,045.0% | +539.4% | +542.1% |
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