+1,750.7%
KKR vs IP
+216.5%
+1,534.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -4.0% | -3.0% |
| 7D | -0.9% | -5.3% | +4.4% | +1.9% |
| 30D | +2.2% | -10.9% | +13.0% | +8.3% |
| 3M | +13.1% | +11.2% | +1.9% | +5.4% |
| 6M | +15.3% | -10.2% | +25.5% | +18.5% |
| YTD | -15.0% | -2.0% | -13.0% | -17.3% |
| 1Y | -21.0% | -19.1% | -1.9% | -15.5% |
| 3Y | +76.7% | +20.9% | +55.9% | +46.0% |
| 5Y | +74.3% | -17.8% | +92.2% | +77.4% |
| 10Y | +753.7% | +23.5% | +730.2% | +529.4% |
| All | +1,750.7% | +216.5% | +1,534.2% | +625.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling