+1,584.4%
KKR vs IAU
+207.0%
+1,377.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +1.6% | -4.6% | +6.2% | +1.9% |
| 30D | +14.5% | -5.4% | +20.0% | +14.8% |
| 3M | -15.0% | -10.9% | -4.1% | -14.5% |
| 6M | +1.0% | -17.4% | +18.4% | +1.7% |
| YTD | -22.6% | -10.2% | -12.4% | -22.5% |
| 1Y | -18.2% | -7.1% | -11.2% | -18.2% |
| 3Y | +56.4% | +97.7% | -41.3% | +49.3% |
| 5Y | +29.6% | +105.3% | -75.7% | +22.7% |
| 10Y | +671.3% | +208.0% | +463.3% | +635.7% |
| All | +1,584.4% | +207.0% | +1,377.4% | +1,466.3% |
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