+1,688.1%
KKR vs GIS
+80.1%
+1,608.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.2% |
| 7D | -2.2% | -8.6% | +6.4% | -0.4% |
| 30D | +0.3% | -0.5% | +0.7% | +0.3% |
| 3M | +8.8% | +11.9% | -3.1% | +6.0% |
| 6M | +14.9% | -11.6% | +26.5% | +17.5% |
| YTD | -17.9% | -16.3% | -1.6% | -15.4% |
| 1Y | -23.7% | -21.8% | -1.9% | -20.3% |
| 3Y | +69.1% | -35.7% | +104.7% | +81.4% |
| 5Y | +72.6% | -22.9% | +95.4% | +70.3% |
| 10Y | +728.2% | -16.8% | +745.1% | +677.4% |
| All | +1,688.1% | +80.1% | +1,608.0% | +815.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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