+72.6%
KKR vs EXR
-13.9%
+86.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +1.0% | -0.3% |
| 7D | -2.2% | -3.1% | +0.9% | -0.7% |
| 30D | +0.3% | -7.5% | +7.8% | +4.2% |
| 3M | +8.8% | -7.5% | +16.3% | +12.8% |
| 6M | +14.9% | -5.2% | +20.1% | +17.4% |
| YTD | -17.9% | +6.5% | -24.4% | -21.1% |
| 1Y | -23.7% | -2.0% | -21.7% | -23.7% |
| 3Y | +69.1% | +21.5% | +47.5% | +44.5% |
| 5Y | +72.6% | -11.5% | +84.1% | +79.5% |
| All | +72.6% | -13.9% | +86.4% | +79.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling