-29.8%
KKR vs EXE
+1.0%
-30.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | 0.0% |
| 7D | -6.2% | -3.1% | -3.0% | -6.4% |
| 30D | -8.9% | -0.9% | -7.9% | -8.9% |
| 3M | +6.3% | +9.6% | -3.3% | +7.3% |
| 6M | +16.5% | -11.6% | +28.1% | +15.2% |
| YTD | -20.3% | -12.6% | -7.7% | -20.2% |
| 1Y | -29.8% | +1.2% | -31.0% | -28.1% |
| All | -29.8% | +1.0% | -30.8% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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