+66.5%
KKR vs IT
-42.9%
+109.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.3% | -5.0% | -2.1% |
| 7D | -6.2% | -3.7% | -2.5% | -4.8% |
| 30D | -8.9% | +0.1% | -8.9% | -9.3% |
| 3M | +6.3% | +20.7% | -14.4% | -6.2% |
| 6M | +16.5% | +12.0% | +4.5% | +4.9% |
| YTD | -20.3% | -28.8% | +8.6% | -8.2% |
| 1Y | -29.8% | -25.5% | -4.3% | -22.4% |
| 3Y | +63.2% | -48.8% | +111.9% | +119.4% |
| All | +66.5% | -42.9% | +109.4% | +97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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