+1,750.7%
KKR vs EXEL
+1,557.6%
+193.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | -0.9% | +8.4% | -9.2% | -2.2% |
| 30D | +2.2% | +4.1% | -1.9% | +1.3% |
| 3M | +13.1% | +12.4% | +0.6% | +10.6% |
| 6M | +15.3% | +41.5% | -26.3% | +8.1% |
| YTD | -15.0% | +34.6% | -49.6% | -19.8% |
| 1Y | -21.0% | +57.9% | -78.9% | -27.7% |
| 3Y | +76.7% | +159.5% | -82.8% | +46.4% |
| 5Y | +74.3% | +198.5% | -124.1% | +39.8% |
| 10Y | +753.7% | +411.4% | +342.4% | +494.0% |
| All | +1,750.7% | +1,557.6% | +193.1% | +815.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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