+33.6%
KKR vs IP
-13.0%
+46.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.2% |
| 7D | -1.3% | -2.8% | +1.5% | 0.0% |
| 30D | +9.3% | +9.2% | +0.1% | +4.7% |
| 3M | -9.8% | -16.1% | +6.3% | -2.3% |
| 6M | +1.0% | +9.6% | -8.6% | -5.0% |
| YTD | -21.1% | -8.8% | -12.3% | -20.1% |
| 1Y | -17.0% | -5.5% | -11.4% | -17.8% |
| 3Y | +60.6% | +19.6% | +41.0% | +30.6% |
| 5Y | +33.6% | -13.5% | +47.1% | +30.5% |
| All | +33.6% | -13.0% | +46.5% | +30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling