+56.4%
KKR vs EXR
+53.5%
+2.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +1.6% | -0.4% | +2.1% | +1.8% |
| 30D | +14.5% | +18.2% | -3.7% | +7.0% |
| 3M | -15.0% | +7.3% | -22.3% | -17.4% |
| 6M | +1.0% | +13.8% | -12.8% | -4.4% |
| YTD | -22.6% | +25.9% | -48.6% | -30.1% |
| 1Y | -18.2% | +25.8% | -44.0% | -26.1% |
| 3Y | +56.4% | +53.7% | +2.7% | +26.6% |
| All | +56.4% | +53.5% | +2.9% | +26.6% |
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