+1,584.4%
KKR vs EXPE
+871.5%
+712.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +16.3% |
| 3M | -15.0% | -21.3% | +6.4% | -9.0% |
| 6M | +1.0% | +19.0% | -18.0% | -6.4% |
| YTD | -22.6% | -8.4% | -14.2% | -22.7% |
| 1Y | -18.2% | -2.8% | -15.4% | -20.0% |
| 3Y | +56.4% | +120.8% | -64.4% | +14.4% |
| 5Y | +29.6% | +46.2% | -16.6% | +3.4% |
| 10Y | +671.3% | +123.8% | +547.5% | +388.1% |
| All | +1,584.4% | +871.5% | +712.9% | +654.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling