+696.7%
KKR vs EWJ
+144.4%
+552.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -2.3% |
| 7D | -6.2% | +0.3% | -6.5% | -6.5% |
| 30D | -8.9% | +0.8% | -9.6% | -9.7% |
| 3M | +6.3% | +7.5% | -1.2% | -3.0% |
| 6M | +16.5% | +15.6% | +0.9% | -3.9% |
| YTD | -20.3% | +22.7% | -43.0% | -39.4% |
| 1Y | -29.8% | +26.4% | -56.2% | -48.7% |
| 3Y | +63.2% | +72.5% | -9.3% | -20.3% |
| 5Y | +68.0% | +52.4% | +15.5% | -3.2% |
| All | +696.7% | +144.4% | +552.3% | +168.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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