+696.7%
KKR vs GEN
+159.8%
+536.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.1% |
| 7D | -6.2% | -1.3% | -4.9% | -5.8% |
| 30D | -8.9% | +6.1% | -15.0% | -10.8% |
| 3M | +6.3% | +27.0% | -20.7% | -2.8% |
| 6M | +16.5% | +43.9% | -27.4% | +0.8% |
| YTD | -20.3% | +13.0% | -33.2% | -24.6% |
| 1Y | -29.8% | +4.0% | -33.8% | -31.6% |
| 3Y | +63.2% | +66.2% | -3.0% | +35.8% |
| 5Y | +68.0% | +23.2% | +44.8% | +49.3% |
| All | +696.7% | +159.8% | +536.9% | +422.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling