+67.6%
KKR vs GEN
+21.5%
+46.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.4% |
| 7D | -8.1% | -4.3% | -3.8% | -6.2% |
| 30D | -9.1% | +3.8% | -12.9% | -10.7% |
| 3M | +6.4% | +22.3% | -15.9% | -3.7% |
| 6M | +12.6% | +39.0% | -26.4% | -5.6% |
| YTD | -20.4% | +11.9% | -32.3% | -25.6% |
| 1Y | -27.1% | +4.5% | -31.6% | -29.5% |
| 3Y | +63.8% | +59.0% | +4.8% | +30.4% |
| 5Y | +67.6% | +22.0% | +45.6% | +40.3% |
| All | +67.6% | +21.5% | +46.2% | +40.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling