+1,688.1%
KKR vs IYR
+243.6%
+1,444.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.4% | -0.5% |
| 7D | -2.2% | -0.9% | -1.3% | -1.3% |
| 30D | +0.3% | -2.4% | +2.6% | +2.6% |
| 3M | +8.8% | -2.0% | +10.8% | +10.7% |
| 6M | +14.9% | +2.5% | +12.4% | +11.7% |
| YTD | -17.9% | +8.3% | -26.2% | -24.3% |
| 1Y | -23.7% | +6.5% | -30.1% | -28.4% |
| 3Y | +69.1% | +29.3% | +39.7% | +31.4% |
| 5Y | +72.6% | +5.7% | +66.9% | +66.1% |
| 10Y | +728.2% | +69.2% | +659.0% | +401.0% |
| All | +1,688.1% | +243.6% | +1,444.5% | +411.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling