+66.5%
KKR vs GRMN
+80.9%
-14.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.8% | -3.6% | -1.9% |
| 7D | -6.2% | +2.0% | -8.2% | -7.3% |
| 30D | -8.9% | -8.8% | 0.0% | -4.0% |
| 3M | +6.3% | +19.0% | -12.7% | -5.5% |
| 6M | +16.5% | +20.7% | -4.3% | +2.0% |
| YTD | -20.3% | +40.5% | -60.8% | -36.9% |
| 1Y | -29.8% | +19.1% | -48.9% | -38.9% |
| 3Y | +63.2% | +182.7% | -119.5% | -27.3% |
| All | +66.5% | +80.9% | -14.5% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 5y: compounded portfolio wealth divided by compounded GRMN 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…
5y analysis · Full analysis span regression · 6 months rolling