+1,716.3%
KKR vs IBN
+395.4%
+1,320.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.5% | +0.7% | -0.8% |
| 7D | -0.6% | -2.2% | +1.5% | +0.3% |
| 30D | +3.0% | -2.3% | +5.3% | +3.9% |
| 3M | +13.6% | +15.9% | -2.2% | +6.9% |
| 6M | +16.2% | +5.6% | +10.6% | +13.4% |
| YTD | -16.6% | -0.1% | -16.5% | -16.8% |
| 1Y | -23.2% | -6.5% | -16.7% | -21.6% |
| 3Y | +71.7% | +29.3% | +42.4% | +52.5% |
| 5Y | +74.8% | +56.6% | +18.3% | +44.6% |
| 10Y | +711.6% | +314.4% | +397.2% | +329.5% |
| All | +1,716.3% | +395.4% | +1,320.9% | +633.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling