-13.7%
KKR vs EXPE
+48.9%
-62.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +10.5% | -5.0% | +2.4% |
| 7D | +8.9% | +14.6% | -5.7% | +4.6% |
| 30D | +12.7% | +21.4% | -8.8% | +6.2% |
| 3M | -6.2% | +1.4% | -7.5% | -7.2% |
| 6M | -1.5% | +28.6% | -30.1% | -10.4% |
| YTD | -20.1% | +12.1% | -32.2% | -24.7% |
| 1Y | -13.7% | +50.0% | -63.7% | -24.0% |
| All | -13.7% | +48.9% | -62.6% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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