+1,632.8%
KKR vs IEF
+38.0%
+1,594.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -3.8% |
| 7D | -8.1% | -1.2% | -6.9% | -9.1% |
| 30D | -9.1% | -1.5% | -7.6% | -10.3% |
| 3M | +6.4% | -1.7% | +8.0% | +4.7% |
| 6M | +12.6% | -3.5% | +16.1% | +8.7% |
| YTD | -20.4% | -2.6% | -17.8% | -22.4% |
| 1Y | -27.1% | -2.4% | -24.7% | -28.8% |
| 3Y | +63.8% | +8.9% | +54.9% | +76.8% |
| 5Y | +67.6% | -9.2% | +76.9% | +32.4% |
| 10Y | +702.6% | +3.9% | +698.8% | +732.3% |
| All | +1,632.8% | +38.0% | +1,594.8% | +3,213.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling