+696.7%
KKR vs IEF
+3.8%
+692.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.1% |
| 7D | -6.2% | -1.3% | -4.8% | -6.7% |
| 30D | -8.9% | -1.7% | -7.1% | -9.5% |
| 3M | +6.3% | -2.5% | +8.8% | +5.1% |
| 6M | +16.5% | -3.3% | +19.7% | +14.7% |
| YTD | -20.3% | -2.8% | -17.4% | -21.3% |
| 1Y | -29.8% | -2.7% | -27.1% | -30.6% |
| 3Y | +63.2% | +8.9% | +54.3% | +69.0% |
| 5Y | +68.0% | -9.4% | +77.4% | +28.3% |
| All | +696.7% | +3.8% | +692.9% | +761.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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