-13.7%
KKR vs JCI
+27.0%
-40.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -6.3% | +11.8% | +6.2% |
| 7D | +8.9% | -10.7% | +19.6% | +10.3% |
| 30D | +12.7% | -10.4% | +23.1% | +14.0% |
| 3M | -6.2% | -8.3% | +2.1% | -5.5% |
| 6M | -1.5% | -2.1% | +0.6% | -1.9% |
| YTD | -20.1% | +18.4% | -38.4% | -22.4% |
| 1Y | -13.7% | +27.7% | -41.4% | -17.5% |
| All | -13.7% | +27.0% | -40.8% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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