+1,074.8%
KKR vs INDA
+109.8%
+965.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.0% |
| 7D | -2.2% | -2.6% | +0.4% | -0.4% |
| 30D | +0.3% | -2.9% | +3.2% | +2.3% |
| 3M | +8.8% | +2.4% | +6.4% | +7.2% |
| 6M | +14.9% | -2.6% | +17.5% | +17.0% |
| YTD | -17.9% | -10.0% | -7.9% | -11.8% |
| 1Y | -23.7% | -7.7% | -16.0% | -19.6% |
| 3Y | +69.1% | +8.9% | +60.2% | +60.5% |
| 5Y | +72.6% | +6.0% | +66.6% | +69.0% |
| 10Y | +728.2% | +84.4% | +643.8% | +472.8% |
| All | +1,074.8% | +109.8% | +965.0% | +643.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling