-23.2%
KKR vs GLDM
+20.2%
-43.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.1% | -1.9% |
| 7D | -0.6% | +0.7% | -1.4% | -0.6% |
| 30D | +3.0% | +0.3% | +2.7% | +3.1% |
| 3M | +13.6% | +0.7% | +12.9% | +13.6% |
| 6M | +16.2% | -15.4% | +31.7% | +14.0% |
| YTD | -16.6% | +1.0% | -17.6% | -16.3% |
| 1Y | -23.2% | +19.7% | -43.0% | -27.1% |
| All | -23.2% | +20.2% | -43.4% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 1y: compounded portfolio wealth divided by compounded GLDM 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…
1y analysis · Full analysis span regression · 6 months rolling