+1,584.4%
KKR vs EXC
+194.9%
+1,389.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.3% |
| 7D | +1.6% | +1.4% | +0.2% | +1.1% |
| 30D | +14.5% | +8.6% | +6.0% | +10.9% |
| 3M | -15.0% | +2.4% | -17.4% | -15.8% |
| 6M | +1.0% | +6.5% | -5.4% | -1.9% |
| YTD | -22.6% | +9.0% | -31.7% | -26.3% |
| 1Y | -18.2% | +4.6% | -22.8% | -20.8% |
| 3Y | +56.4% | +33.5% | +22.9% | +32.2% |
| 5Y | +29.6% | +41.4% | -11.8% | +6.2% |
| 10Y | +671.3% | +204.3% | +467.0% | +348.4% |
| All | +1,584.4% | +194.9% | +1,389.4% | +924.3% |
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