+62.8%
KKR vs IAU
+122.5%
-59.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -3.1% |
| 7D | -8.1% | -3.4% | -4.7% | -8.1% |
| 30D | -9.1% | -1.1% | -8.0% | -9.1% |
| 3M | +6.4% | +5.8% | +0.5% | +6.5% |
| 6M | +12.6% | -16.9% | +29.5% | +11.7% |
| YTD | -20.4% | +0.1% | -20.5% | -20.6% |
| 1Y | -27.1% | +18.4% | -45.5% | -27.5% |
| All | +62.8% | +122.5% | -59.6% | +43.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling