+63.2%
KKR vs ITW
+20.2%
+43.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.7% |
| 7D | -6.2% | -0.7% | -5.4% | -5.7% |
| 30D | -8.9% | -8.3% | -0.5% | -2.6% |
| 3M | +6.3% | +6.0% | +0.2% | +1.2% |
| 6M | +16.5% | 0.0% | +16.5% | +15.3% |
| YTD | -20.3% | +10.2% | -30.5% | -28.8% |
| 1Y | -29.8% | +3.2% | -33.0% | -33.3% |
| 3Y | +63.2% | +21.0% | +42.2% | +32.3% |
| All | +63.2% | +20.2% | +43.0% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITW.
Daily Out/Under-Performance
Portfolio return minus ITW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITW 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 3y: compounded portfolio wealth divided by compounded ITW 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…
3y analysis · Full analysis span regression · 6 months rolling