+525.7%
KKR vs IR
+271.9%
+253.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.7% |
| 7D | -8.1% | -3.1% | -5.0% | -6.4% |
| 30D | -9.1% | -14.0% | +4.9% | -0.7% |
| 3M | +6.4% | +3.7% | +2.6% | +3.6% |
| 6M | +12.6% | -15.4% | +27.9% | +22.4% |
| YTD | -20.4% | -7.7% | -12.8% | -18.5% |
| 1Y | -27.1% | -8.8% | -18.2% | -24.9% |
| 3Y | +63.8% | +5.6% | +58.2% | +55.9% |
| 5Y | +67.6% | +34.3% | +33.3% | +40.0% |
| All | +525.7% | +271.9% | +253.8% | +225.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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