+56.4%
KKR vs IR
+25.2%
+31.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.1% |
| 7D | +1.6% | +2.5% | -0.9% | -0.1% |
| 30D | +14.5% | +9.2% | +5.4% | +7.6% |
| 3M | -15.0% | +0.9% | -15.9% | -16.0% |
| 6M | +1.0% | +19.2% | -18.2% | -11.5% |
| YTD | -22.6% | +7.5% | -30.1% | -29.5% |
| 1Y | -18.2% | +11.7% | -29.9% | -27.9% |
| 3Y | +56.4% | +23.9% | +32.5% | +33.0% |
| All | +56.4% | +25.2% | +31.2% | +33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling