+56.4%
KKR vs GD
+58.2%
-1.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | +1.6% | +2.7% | -1.0% | +0.3% |
| 30D | +14.5% | +8.6% | +5.9% | +9.7% |
| 3M | -15.0% | -7.1% | -7.9% | -12.0% |
| 6M | +1.0% | +7.5% | -6.4% | -3.2% |
| YTD | -22.6% | +9.9% | -32.6% | -27.3% |
| 1Y | -18.2% | +7.6% | -25.8% | -22.0% |
| 3Y | +56.4% | +56.2% | +0.2% | +30.2% |
| All | +56.4% | +58.2% | -1.8% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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