+1,716.3%
KKR vs IT
+603.9%
+1,112.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -7.4% | +5.6% | +1.8% |
| 7D | -0.6% | -9.1% | +8.5% | +4.0% |
| 30D | +3.0% | -7.0% | +10.0% | +6.1% |
| 3M | +13.6% | +7.6% | +6.0% | +5.1% |
| 6M | +16.2% | +2.1% | +14.1% | +8.6% |
| YTD | -16.6% | -31.6% | +15.0% | -4.3% |
| 1Y | -23.2% | -29.9% | +6.7% | -14.2% |
| 3Y | +71.7% | -51.3% | +123.0% | +127.8% |
| 5Y | +74.8% | -44.8% | +119.6% | +115.2% |
| 10Y | +711.6% | +91.4% | +620.2% | +370.2% |
| All | +1,716.3% | +603.9% | +1,112.4% | +414.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling