+75.3%
KKR vs FIVE
+39.4%
+35.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.1% |
| 7D | -0.6% | +3.7% | -4.3% | -1.9% |
| 30D | +3.0% | +4.0% | -0.9% | +1.5% |
| 3M | +13.6% | +36.2% | -22.6% | +2.3% |
| 6M | +16.2% | +18.0% | -1.8% | +8.0% |
| YTD | -16.6% | +34.9% | -51.5% | -25.9% |
| 1Y | -23.2% | +67.9% | -91.1% | -37.0% |
| 3Y | +71.7% | +57.3% | +14.4% | +31.9% |
| All | +75.3% | +39.4% | +35.8% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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