+696.7%
KKR vs IAU
+220.2%
+476.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.2% |
| 7D | -6.2% | -2.0% | -4.2% | -6.1% |
| 30D | -8.9% | -1.5% | -7.3% | -8.8% |
| 3M | +6.3% | +3.3% | +3.0% | +6.1% |
| 6M | +16.5% | -16.2% | +32.7% | +17.0% |
| YTD | -20.3% | +0.7% | -20.9% | -20.6% |
| 1Y | -29.8% | +19.2% | -49.0% | -31.0% |
| 3Y | +63.2% | +124.4% | -61.2% | +49.2% |
| 5Y | +68.0% | +140.0% | -72.1% | +50.5% |
| All | +696.7% | +220.2% | +476.5% | +676.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 10y: compounded portfolio wealth divided by compounded IAU 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…
10y analysis · Full analysis span regression · 6 months rolling