+1,688.1%
KKR vs IAG
+29.2%
+1,659.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.7% | -1.7% |
| 7D | -2.2% | +1.7% | -3.9% | -2.3% |
| 30D | +0.3% | +11.4% | -11.2% | -0.5% |
| 3M | +8.8% | +33.0% | -24.2% | +6.5% |
| 6M | +14.9% | -6.0% | +20.9% | +14.7% |
| YTD | -17.9% | +24.6% | -42.4% | -20.0% |
| 1Y | -23.7% | +105.0% | -128.7% | -28.4% |
| 3Y | +69.1% | +837.9% | -768.8% | +41.3% |
| 5Y | +72.6% | +817.0% | -744.4% | +40.9% |
| 10Y | +728.2% | +425.3% | +302.9% | +568.7% |
| All | +1,688.1% | +29.2% | +1,659.0% | +1,725.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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