+1,716.3%
KKR vs EXPE
+933.9%
+782.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -7.9% | +6.0% | +0.7% |
| 7D | -0.6% | -9.8% | +9.1% | +2.7% |
| 30D | +3.0% | -11.5% | +14.5% | +7.0% |
| 3M | +13.6% | +21.7% | -8.1% | +5.4% |
| 6M | +16.2% | +10.4% | +5.8% | +10.8% |
| YTD | -16.6% | -2.5% | -14.1% | -17.7% |
| 1Y | -23.2% | +27.3% | -50.6% | -31.1% |
| 3Y | +71.7% | +153.5% | -81.8% | +20.7% |
| 5Y | +74.8% | +91.1% | -16.3% | +29.1% |
| 10Y | +711.6% | +153.1% | +558.5% | +400.0% |
| All | +1,716.3% | +933.9% | +782.4% | +703.8% |
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