+1,636.4%
KKR vs GNRC
+1,814.8%
-178.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.9% | -2.7% | -0.7% |
| 7D | -6.2% | -0.2% | -6.0% | -6.1% |
| 30D | -8.9% | -15.7% | +6.9% | -3.9% |
| 3M | +6.3% | -27.3% | +33.6% | +16.4% |
| 6M | +16.5% | -12.1% | +28.5% | +17.6% |
| YTD | -20.3% | +37.1% | -57.4% | -31.5% |
| 1Y | -29.8% | -0.5% | -29.3% | -33.4% |
| 3Y | +63.2% | +61.5% | +1.7% | +27.7% |
| 5Y | +68.0% | -58.6% | +126.5% | +88.5% |
| 10Y | +704.3% | +446.3% | +258.0% | +283.5% |
| All | +1,636.4% | +1,814.8% | -178.4% | +399.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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