+568.2%
KKR vs IR
+288.5%
+279.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -2.6% |
| 7D | -0.9% | -2.8% | +2.0% | +0.8% |
| 30D | +2.2% | -15.1% | +17.3% | +12.3% |
| 3M | +13.1% | +6.1% | +7.0% | +8.6% |
| 6M | +15.3% | -16.8% | +32.1% | +26.7% |
| YTD | -15.0% | -3.5% | -11.5% | -15.2% |
| 1Y | -21.0% | -3.5% | -17.5% | -21.4% |
| 3Y | +76.7% | +9.5% | +67.2% | +64.5% |
| 5Y | +74.3% | +45.1% | +29.3% | +39.8% |
| All | +568.2% | +288.5% | +279.7% | +238.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling