+31.2%
KKR vs EXPE
+46.0%
-14.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.4% |
| 7D | +1.6% | -0.5% | +2.1% | +1.8% |
| 30D | +14.5% | -6.1% | +20.6% | +16.6% |
| 3M | -15.0% | -21.3% | +6.4% | -7.3% |
| 6M | +1.0% | +19.0% | -18.0% | -9.3% |
| YTD | -22.6% | -8.4% | -14.2% | -23.1% |
| 1Y | -18.2% | -2.8% | -15.4% | -21.1% |
| 3Y | +56.4% | +120.8% | -64.4% | -1.8% |
| All | +31.2% | +46.0% | -14.7% | -8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling