+1,716.3%
KKR vs IAU
+245.2%
+1,471.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.1% | -1.8% |
| 7D | -0.6% | +0.7% | -1.4% | -0.7% |
| 30D | +3.0% | +0.3% | +2.7% | +3.0% |
| 3M | +13.6% | +0.7% | +12.9% | +13.6% |
| 6M | +16.2% | -15.5% | +31.7% | +16.7% |
| YTD | -16.6% | +1.0% | -17.6% | -16.8% |
| 1Y | -23.2% | +19.6% | -42.8% | -24.1% |
| 3Y | +71.7% | +125.4% | -53.7% | +63.1% |
| 5Y | +74.8% | +140.7% | -65.9% | +64.6% |
| 10Y | +711.6% | +218.1% | +493.4% | +671.5% |
| All | +1,716.3% | +245.2% | +1,471.1% | +1,580.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling