+1,688.1%
KKR vs GRMN
+1,392.3%
+295.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -0.9% |
| 7D | -2.2% | -1.4% | -0.8% | -1.5% |
| 30D | +0.3% | -13.1% | +13.3% | +7.9% |
| 3M | +8.8% | +14.9% | -6.1% | -0.5% |
| 6M | +14.9% | +13.1% | +1.8% | +5.4% |
| YTD | -17.9% | +35.3% | -53.2% | -32.0% |
| 1Y | -23.7% | +16.0% | -39.7% | -31.6% |
| 3Y | +69.1% | +179.6% | -110.5% | -9.7% |
| 5Y | +72.6% | +75.0% | -2.5% | +17.1% |
| 10Y | +728.2% | +644.1% | +84.1% | +185.7% |
| All | +1,688.1% | +1,392.3% | +295.8% | +313.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling