+1,584.4%
KKR vs GEN
+479.9%
+1,104.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | 0.0% |
| 7D | +1.6% | +2.0% | -0.4% | +0.8% |
| 30D | +14.5% | +27.7% | -13.2% | +4.0% |
| 3M | -15.0% | +3.3% | -18.2% | -16.9% |
| 6M | +1.0% | +31.8% | -30.8% | -10.9% |
| YTD | -22.6% | +13.5% | -36.2% | -28.0% |
| 1Y | -18.2% | +16.0% | -34.3% | -24.5% |
| 3Y | +56.4% | +70.6% | -14.2% | +24.6% |
| 5Y | +29.6% | +32.1% | -2.6% | +10.5% |
| 10Y | +671.3% | +153.4% | +517.9% | +367.0% |
| All | +1,584.4% | +479.9% | +1,104.4% | +558.1% |
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