+66.5%
KKR vs IYR
+6.0%
+60.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.7% |
| 7D | -6.2% | -1.4% | -4.8% | -4.7% |
| 30D | -8.9% | -2.7% | -6.2% | -6.0% |
| 3M | +6.3% | -2.1% | +8.4% | +8.4% |
| 6M | +16.5% | +3.6% | +12.9% | +11.1% |
| YTD | -20.3% | +8.1% | -28.4% | -27.5% |
| 1Y | -29.8% | +4.7% | -34.5% | -33.8% |
| 3Y | +63.2% | +29.1% | +34.1% | +19.9% |
| All | +66.5% | +6.0% | +60.4% | +65.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling