+63.2%
KKR vs IOT
+23.8%
+39.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -6.2% | -4.5% | -1.6% | -5.0% |
| 30D | -8.9% | -2.4% | -6.4% | -8.4% |
| 3M | +6.3% | +19.0% | -12.7% | +0.1% |
| 6M | +16.5% | +19.6% | -3.2% | +8.1% |
| YTD | -20.3% | +8.3% | -28.5% | -24.8% |
| 1Y | -29.8% | -0.8% | -29.0% | -32.3% |
| 3Y | +63.2% | +24.4% | +38.8% | +44.4% |
| All | +63.2% | +23.8% | +39.3% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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