+1,688.1%
KKR vs EWT
+794.2%
+893.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.7% | -1.7% |
| 7D | -2.2% | +2.1% | -4.3% | -3.9% |
| 30D | +0.3% | +9.4% | -9.1% | -7.1% |
| 3M | +8.8% | +10.9% | -2.1% | -2.2% |
| 6M | +14.9% | +57.9% | -43.0% | -26.0% |
| YTD | -17.9% | +75.9% | -93.8% | -52.1% |
| 1Y | -23.7% | +89.7% | -113.4% | -58.6% |
| 3Y | +69.1% | +200.9% | -131.8% | -40.7% |
| 5Y | +72.6% | +154.5% | -81.9% | -28.2% |
| 10Y | +728.2% | +520.8% | +207.5% | +59.8% |
| All | +1,688.1% | +794.2% | +893.9% | +140.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling