+711.6%
KKR vs IP
+20.7%
+690.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.2% | -0.8% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | +3.0% | -11.2% | +14.3% | +9.3% |
| 3M | +13.6% | +12.3% | +1.3% | +5.7% |
| 6M | +16.2% | -5.2% | +21.5% | +16.2% |
| YTD | -16.6% | -4.0% | -12.6% | -17.8% |
| 1Y | -23.2% | -19.2% | -4.0% | -17.7% |
| 3Y | +71.7% | +20.3% | +51.4% | +43.2% |
| 5Y | +74.8% | -17.5% | +92.3% | +77.8% |
| 10Y | +711.6% | +21.2% | +690.4% | +490.5% |
| All | +711.6% | +20.7% | +690.9% | +490.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling