-18.2%
KKR vs EXC
+3.6%
-21.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +1.1% |
| 7D | +1.6% | +1.4% | +0.2% | +1.9% |
| 30D | +14.5% | +8.6% | +6.0% | +16.7% |
| 3M | -15.0% | +2.4% | -17.4% | -15.2% |
| 6M | +1.0% | +6.5% | -5.4% | +2.7% |
| YTD | -22.6% | +9.0% | -31.7% | -19.9% |
| 1Y | -18.2% | +4.6% | -22.8% | -17.2% |
| All | -18.2% | +3.6% | -21.8% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 1y: compounded portfolio wealth divided by compounded EXC 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…
1y analysis · Full analysis span regression · 6 months rolling