+67.6%
KKR vs IRM
+186.9%
-119.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.0% | -1.1% | -1.9% |
| 7D | -8.1% | -1.8% | -6.3% | -7.1% |
| 30D | -9.1% | -7.8% | -1.3% | -5.1% |
| 3M | +6.4% | -7.9% | +14.2% | +10.5% |
| 6M | +12.6% | +6.3% | +6.2% | +6.7% |
| YTD | -20.4% | +38.2% | -58.6% | -36.2% |
| 1Y | -27.1% | +19.8% | -46.9% | -36.6% |
| 3Y | +63.8% | +98.8% | -34.9% | -3.1% |
| 5Y | +67.6% | +191.8% | -124.2% | -22.1% |
| All | +67.6% | +186.9% | -119.3% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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