+71.7%
KKR vs EXR
+23.6%
+48.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.8% |
| 7D | -0.6% | -0.7% | 0.0% | -0.4% |
| 30D | +3.0% | -6.9% | +10.0% | +6.1% |
| 3M | +13.6% | -3.0% | +16.6% | +14.8% |
| 6M | +16.2% | -2.9% | +19.2% | +17.2% |
| YTD | -16.6% | +9.3% | -25.9% | -20.1% |
| 1Y | -23.2% | -0.9% | -22.3% | -23.5% |
| 3Y | +71.7% | +24.7% | +47.0% | +58.9% |
| All | +71.7% | +23.6% | +48.1% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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