+73.0%
KKR vs IR
+35.9%
+37.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.5% | 0.0% |
| 7D | -2.2% | -1.9% | -0.3% | -0.8% |
| 30D | +0.3% | -15.0% | +15.3% | +13.3% |
| 3M | +8.8% | -0.4% | +9.2% | +8.0% |
| 6M | +14.9% | -15.0% | +30.0% | +27.5% |
| YTD | -17.9% | -7.1% | -10.8% | -16.7% |
| 1Y | -23.7% | -7.5% | -16.1% | -22.6% |
| 3Y | +69.1% | +6.3% | +62.8% | +47.1% |
| All | +73.0% | +35.9% | +37.0% | +19.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling