+696.7%
KKR vs IBKR
+1,011.6%
-314.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -1.0% |
| 7D | -6.2% | -1.3% | -4.8% | -5.4% |
| 30D | -8.9% | -0.2% | -8.6% | -9.1% |
| 3M | +6.3% | +3.0% | +3.3% | +3.2% |
| 6M | +16.5% | +33.9% | -17.4% | -3.8% |
| YTD | -20.3% | +42.5% | -62.8% | -36.6% |
| 1Y | -29.8% | +44.9% | -74.7% | -45.3% |
| 3Y | +63.2% | +293.0% | -229.8% | -30.6% |
| 5Y | +68.0% | +497.7% | -429.7% | -45.1% |
| All | +696.7% | +1,011.6% | -314.9% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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