-13.7%
KKR vs IJH
+17.8%
-31.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.6% | +5.0% | +4.8% |
| 7D | +8.9% | +1.7% | +7.2% | +6.6% |
| 30D | +12.7% | +1.2% | +11.4% | +10.9% |
| 3M | -6.2% | -3.4% | -2.7% | -1.7% |
| 6M | -1.5% | +3.7% | -5.2% | -5.9% |
| YTD | -20.1% | +13.9% | -34.0% | -31.9% |
| 1Y | -13.7% | +17.4% | -31.1% | -29.2% |
| All | -13.7% | +17.8% | -31.5% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 1y: compounded portfolio wealth divided by compounded IJH 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…
1y analysis · Full analysis span regression · 6 months rolling