-21.0%
KKR vs IYR
+8.4%
-29.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.3% |
| 7D | -0.9% | -1.2% | +0.4% | +0.1% |
| 30D | +2.2% | -2.9% | +5.0% | +4.6% |
| 3M | +13.1% | +0.8% | +12.2% | +11.7% |
| 6M | +15.3% | +1.9% | +13.4% | +12.6% |
| YTD | -15.0% | +9.6% | -24.6% | -23.7% |
| 1Y | -21.0% | +8.1% | -29.1% | -29.3% |
| All | -21.0% | +8.4% | -29.4% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 1y: compounded portfolio wealth divided by compounded IYR 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…
1y analysis · Full analysis span regression · 6 months rolling