+31.2%
KKR vs JD
-63.0%
+94.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.7% | +0.6% |
| 7D | +1.6% | -4.1% | +5.7% | +2.5% |
| 30D | +14.5% | +4.6% | +9.9% | +13.4% |
| 3M | -15.0% | -4.7% | -10.2% | -14.2% |
| 6M | +1.0% | -17.4% | +18.4% | +4.7% |
| YTD | -22.6% | +0.7% | -23.4% | -23.5% |
| 1Y | -18.2% | -5.9% | -12.3% | -18.0% |
| 3Y | +56.4% | +18.9% | +37.5% | +40.2% |
| All | +31.2% | -63.0% | +94.3% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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