+63.2%
KKR vs JBL
+195.4%
-132.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.0% | -4.8% | -1.5% |
| 7D | -6.2% | +2.4% | -8.6% | -7.0% |
| 30D | -8.9% | -13.1% | +4.3% | -4.8% |
| 3M | +6.3% | -15.6% | +21.9% | +11.4% |
| 6M | +16.5% | +24.6% | -8.1% | +3.7% |
| YTD | -20.3% | +39.6% | -59.9% | -32.6% |
| 1Y | -29.8% | +48.6% | -78.4% | -42.7% |
| 3Y | +63.2% | +197.3% | -134.1% | +2.7% |
| All | +63.2% | +195.4% | -132.3% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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