+696.7%
KKR vs IBN
+324.2%
+372.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.6% |
| 7D | -6.2% | -3.0% | -3.2% | -5.0% |
| 30D | -8.9% | -1.5% | -7.3% | -8.3% |
| 3M | +6.3% | +7.9% | -1.7% | +2.9% |
| 6M | +16.5% | +8.6% | +7.8% | +12.3% |
| YTD | -20.3% | -0.6% | -19.7% | -20.3% |
| 1Y | -29.8% | -7.3% | -22.5% | -28.0% |
| 3Y | +63.2% | +26.2% | +37.0% | +46.1% |
| 5Y | +68.0% | +57.8% | +10.1% | +38.2% |
| All | +696.7% | +324.2% | +372.5% | +392.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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