+1,716.3%
KKR vs IRM
+1,218.8%
+497.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.6% |
| 7D | -0.6% | +1.6% | -2.3% | -1.4% |
| 30D | +3.0% | -4.2% | +7.2% | +4.8% |
| 3M | +13.6% | -5.4% | +19.0% | +15.9% |
| 6M | +16.2% | +12.0% | +4.2% | +9.3% |
| YTD | -16.6% | +42.0% | -58.6% | -29.9% |
| 1Y | -23.2% | +29.9% | -53.1% | -33.2% |
| 3Y | +71.7% | +104.4% | -32.6% | +20.8% |
| 5Y | +74.8% | +191.0% | -116.2% | +5.7% |
| 10Y | +711.6% | +417.1% | +294.4% | +267.0% |
| All | +1,716.3% | +1,218.8% | +497.5% | +446.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling