+67.6%
KKR vs EXC
+44.3%
+23.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.9% |
| 7D | -8.1% | -1.6% | -6.5% | -7.8% |
| 30D | -9.1% | -2.4% | -6.7% | -8.6% |
| 3M | +6.4% | -4.0% | +10.3% | +7.1% |
| 6M | +12.6% | -9.8% | +22.3% | +14.9% |
| YTD | -20.4% | +2.3% | -22.7% | -21.8% |
| 1Y | -27.1% | +3.8% | -30.9% | -28.8% |
| 3Y | +63.8% | +19.7% | +44.1% | +48.2% |
| 5Y | +67.6% | +45.6% | +22.0% | +42.6% |
| All | +67.6% | +44.3% | +23.3% | +42.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling