+66.5%
KKR vs JCI
+111.7%
-45.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -1.3% |
| 7D | -6.2% | +0.7% | -6.9% | -6.7% |
| 30D | -8.9% | -4.4% | -4.4% | -6.2% |
| 3M | +6.3% | +1.7% | +4.6% | +4.3% |
| 6M | +16.5% | +8.8% | +7.7% | +7.0% |
| YTD | -20.3% | +22.6% | -42.9% | -33.8% |
| 1Y | -29.8% | +36.2% | -66.0% | -46.7% |
| 3Y | +63.2% | +168.0% | -104.8% | -26.8% |
| All | +66.5% | +111.7% | -45.3% | -15.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling