+696.7%
KKR vs IJH
+184.0%
+512.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.8% |
| 7D | -6.2% | -1.9% | -4.3% | -3.9% |
| 30D | -8.9% | -4.6% | -4.2% | -3.2% |
| 3M | +6.3% | -1.2% | +7.4% | +8.1% |
| 6M | +16.5% | +9.4% | +7.1% | +4.1% |
| YTD | -20.3% | +13.3% | -33.6% | -31.5% |
| 1Y | -29.8% | +13.4% | -43.2% | -39.6% |
| 3Y | +63.2% | +50.4% | +12.7% | +3.6% |
| 5Y | +68.0% | +49.0% | +19.0% | +12.0% |
| All | +696.7% | +184.0% | +512.7% | +173.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling