-13.7%
KKR vs IRE
-97.6%
+83.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -23.2% | +28.8% | +6.1% |
| 7D | +8.9% | -46.8% | +55.8% | +10.4% |
| 30D | +12.7% | -75.5% | +88.2% | +16.4% |
| 3M | -6.2% | -79.4% | +73.2% | -3.1% |
| 6M | -1.5% | -91.3% | +89.7% | +2.4% |
| YTD | -20.1% | -90.8% | +70.8% | -18.8% |
| 1Y | -13.7% | -97.7% | +84.0% | -11.9% |
| All | -13.7% | -97.6% | +83.8% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 1y: compounded portfolio wealth divided by compounded IRE 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…
1y analysis · Full analysis span regression · 6 months rolling