-21.0%
KKR vs IP
-18.9%
-2.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -4.0% | -2.4% |
| 7D | -0.9% | -5.3% | +4.4% | +0.4% |
| 30D | +2.2% | -10.9% | +13.0% | +5.0% |
| 3M | +13.1% | +11.2% | +1.9% | +10.3% |
| 6M | +15.3% | -10.2% | +25.5% | +19.4% |
| YTD | -15.0% | -2.0% | -13.0% | -13.6% |
| 1Y | -21.0% | -19.1% | -1.9% | -19.7% |
| All | -21.0% | -18.9% | -2.1% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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