+1,750.7%
KKR vs GEN
+484.7%
+1,266.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.3% | -1.0% |
| 7D | -0.9% | -1.2% | +0.3% | -0.4% |
| 30D | +2.2% | +10.1% | -8.0% | -1.7% |
| 3M | +13.1% | +16.1% | -3.0% | +6.2% |
| 6M | +15.3% | +38.9% | -23.6% | +0.1% |
| YTD | -15.0% | +14.4% | -29.4% | -20.4% |
| 1Y | -21.0% | +5.9% | -26.9% | -23.7% |
| 3Y | +76.7% | +58.8% | +17.9% | +45.8% |
| 5Y | +74.3% | +24.7% | +49.7% | +53.1% |
| 10Y | +753.7% | +163.1% | +590.7% | +413.0% |
| All | +1,750.7% | +484.7% | +1,266.0% | +628.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling