+128.8%
KKR vs EXE
+192.2%
-63.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.1% | -1.9% |
| 7D | -0.6% | -1.8% | +1.2% | -0.2% |
| 30D | +3.0% | +6.4% | -3.4% | +1.2% |
| 3M | +13.6% | +9.2% | +4.4% | +10.6% |
| 6M | +16.2% | -7.0% | +23.2% | +17.7% |
| YTD | -16.6% | -9.5% | -7.1% | -15.3% |
| 1Y | -23.2% | +6.2% | -29.4% | -26.4% |
| 3Y | +71.7% | +20.7% | +51.0% | +57.0% |
| 5Y | +74.8% | +103.6% | -28.8% | +43.0% |
| All | +128.8% | +192.2% | -63.4% | +73.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling