+63.2%
KKR vs INDA
+7.9%
+55.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.7% | -0.7% |
| 7D | -6.2% | -2.7% | -3.5% | -3.8% |
| 30D | -8.9% | -2.8% | -6.1% | -6.5% |
| 3M | +6.3% | +1.6% | +4.6% | +4.9% |
| 6M | +16.5% | -1.4% | +17.9% | +18.1% |
| YTD | -20.3% | -10.1% | -10.1% | -11.6% |
| 1Y | -29.8% | -8.8% | -21.0% | -23.6% |
| 3Y | +63.2% | +7.6% | +55.6% | +41.4% |
| All | +63.2% | +7.9% | +55.3% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 3y: compounded portfolio wealth divided by compounded INDA 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…
3y analysis · Full analysis span regression · 6 months rolling