+1,688.1%
KKR vs EWJ
+238.8%
+1,449.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -0.5% |
| 7D | -2.2% | +1.0% | -3.2% | -3.2% |
| 30D | +0.3% | +1.0% | -0.7% | -0.8% |
| 3M | +8.8% | +7.2% | +1.6% | +0.6% |
| 6M | +14.9% | +13.9% | +1.0% | -1.2% |
| YTD | -17.9% | +20.8% | -38.7% | -34.0% |
| 1Y | -23.7% | +26.4% | -50.1% | -41.6% |
| 3Y | +69.1% | +71.8% | -2.7% | -6.4% |
| 5Y | +72.6% | +49.9% | +22.7% | +11.9% |
| 10Y | +728.2% | +140.0% | +588.3% | +249.3% |
| All | +1,688.1% | +238.8% | +1,449.3% | +419.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling