+55.0%
KKR vs KEY
+126.3%
-71.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.5% |
| 7D | -1.1% | +1.8% | -2.9% | -2.4% |
| 30D | +11.5% | +7.1% | +4.4% | +6.3% |
| 3M | -12.4% | -5.9% | -6.4% | -8.5% |
| 6M | -1.9% | +2.2% | -4.1% | -3.4% |
| YTD | -23.3% | +6.4% | -29.7% | -26.6% |
| 1Y | -20.4% | +24.8% | -45.2% | -31.7% |
| All | +55.0% | +126.3% | -71.2% | +7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling