+728.2%
KKR vs KEY
+167.1%
+561.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.4% |
| 7D | -2.2% | -0.3% | -1.9% | -2.0% |
| 30D | +0.3% | -3.3% | +3.5% | +1.9% |
| 3M | +8.8% | -0.7% | +9.5% | +9.2% |
| 6M | +14.9% | +12.5% | +2.4% | +8.2% |
| YTD | -17.9% | +8.4% | -26.3% | -21.1% |
| 1Y | -23.7% | +18.4% | -42.1% | -29.8% |
| 3Y | +69.1% | +123.3% | -54.3% | +13.9% |
| 5Y | +72.6% | +38.8% | +33.7% | +39.6% |
| 10Y | +728.2% | +169.3% | +558.9% | +325.8% |
| All | +728.2% | +167.1% | +561.1% | +325.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 10y: compounded portfolio wealth divided by compounded KEY 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…
10y analysis · Full analysis span regression · 6 months rolling