+474.3%
KKR vs JD
+46.5%
+427.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.7% | +0.5% |
| 7D | +1.6% | -4.1% | +5.7% | +2.6% |
| 30D | +14.5% | +4.6% | +9.9% | +13.3% |
| 3M | -15.0% | -4.7% | -10.2% | -14.1% |
| 6M | +1.0% | -17.4% | +18.4% | +5.0% |
| YTD | -22.6% | +0.7% | -23.4% | -23.6% |
| 1Y | -18.2% | -5.9% | -12.3% | -17.9% |
| 3Y | +56.4% | +18.9% | +37.5% | +39.8% |
| 5Y | +29.6% | -62.9% | +92.5% | +45.8% |
| 10Y | +671.3% | +32.5% | +638.8% | +486.4% |
| All | +474.3% | +46.5% | +427.8% | +335.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling