+1,584.4%
KKR vs EXR
+1,861.9%
-277.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.0% |
| 3M | -15.0% | +7.3% | -22.3% | -17.6% |
| 6M | +1.0% | +13.8% | -12.8% | -5.0% |
| YTD | -22.6% | +25.9% | -48.6% | -31.0% |
| 1Y | -18.2% | +25.8% | -44.0% | -27.0% |
| 3Y | +56.4% | +53.7% | +2.7% | +23.6% |
| 5Y | +29.6% | -1.8% | +31.3% | +24.7% |
| 10Y | +671.3% | +214.5% | +456.8% | +314.4% |
| All | +1,584.4% | +1,861.9% | -277.5% | +124.6% |
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 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