+1,750.7%
KKR vs EXR
+1,603.6%
+147.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.3% |
| 7D | -0.9% | -2.6% | +1.7% | +0.3% |
| 30D | +2.2% | -7.2% | +9.4% | +5.8% |
| 3M | +13.1% | -3.5% | +16.6% | +14.7% |
| 6M | +15.3% | -5.3% | +20.6% | +17.7% |
| YTD | -15.0% | +9.4% | -24.4% | -19.1% |
| 1Y | -21.0% | +1.3% | -22.3% | -22.2% |
| 3Y | +76.7% | +22.4% | +54.3% | +54.9% |
| 5Y | +74.3% | -12.2% | +86.6% | +76.7% |
| 10Y | +753.7% | +148.6% | +605.2% | +411.3% |
| All | +1,750.7% | +1,603.6% | +147.1% | +163.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling