+1,750.7%
KKR vs EXC
+178.3%
+1,572.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.8% | -1.4% |
| 7D | -0.9% | +0.3% | -1.2% | -1.0% |
| 30D | +2.2% | -3.7% | +5.9% | +3.7% |
| 3M | +13.1% | -1.3% | +14.4% | +13.2% |
| 6M | +15.3% | -9.7% | +25.0% | +19.2% |
| YTD | -15.0% | +2.9% | -17.9% | -17.1% |
| 1Y | -21.0% | +4.4% | -25.4% | -23.7% |
| 3Y | +76.7% | +22.2% | +54.5% | +54.9% |
| 5Y | +74.3% | +46.7% | +27.6% | +39.9% |
| 10Y | +753.7% | +155.3% | +598.4% | +430.0% |
| All | +1,750.7% | +178.3% | +1,572.4% | +1,052.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling