+66.5%
KKR vs EWT
+149.5%
-83.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -1.3% |
| 7D | -6.2% | -1.1% | -5.0% | -5.3% |
| 30D | -8.9% | +4.5% | -13.3% | -12.2% |
| 3M | +6.3% | +8.3% | -2.0% | -2.2% |
| 6M | +16.5% | +54.2% | -37.8% | -25.1% |
| YTD | -20.3% | +74.6% | -94.8% | -55.0% |
| 1Y | -29.8% | +84.9% | -114.7% | -62.9% |
| 3Y | +63.2% | +197.5% | -134.4% | -52.6% |
| All | +66.5% | +149.5% | -83.0% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 5y: compounded portfolio wealth divided by compounded EWT 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…
5y analysis · Full analysis span regression · 6 months rolling