+56.4%
KKR vs EXPE
+121.7%
-65.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.3% |
| 7D | +1.6% | -0.5% | +2.1% | +1.7% |
| 30D | +14.5% | -6.1% | +20.6% | +16.5% |
| 3M | -15.0% | -21.3% | +6.4% | -7.9% |
| 6M | +1.0% | +19.0% | -18.0% | -8.6% |
| YTD | -22.6% | -8.4% | -14.2% | -22.9% |
| 1Y | -18.2% | -2.8% | -15.4% | -20.7% |
| 3Y | +56.4% | +120.8% | -64.4% | +13.2% |
| All | +56.4% | +121.7% | -65.3% | +13.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling