+343.3%
KKR vs KEEL
+294.5%
+48.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.8% | -3.6% | -0.1% |
| 7D | -6.2% | +2.9% | -9.1% | -6.4% |
| 30D | -8.9% | +0.8% | -9.7% | -9.2% |
| 3M | +6.3% | -35.3% | +41.6% | +8.5% |
| 6M | +16.5% | +59.4% | -42.9% | +9.7% |
| YTD | -20.3% | +51.9% | -72.2% | -25.0% |
| 1Y | -29.8% | +75.0% | -104.8% | -35.9% |
| 3Y | +63.2% | +224.5% | -161.4% | +35.8% |
| 5Y | +68.0% | -35.9% | +103.9% | +42.5% |
| All | +343.3% | +294.5% | +48.8% | +268.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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