+68.0%
KKR vs KEY
+121.2%
-53.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +2.4% |
| 3M | +8.8% | -0.7% | +9.5% | +9.2% |
| 6M | +14.9% | +12.5% | +2.4% | +5.9% |
| YTD | -17.9% | +8.4% | -26.3% | -22.3% |
| 1Y | -23.7% | +18.4% | -42.1% | -31.8% |
| All | +68.0% | +121.2% | -53.1% | +12.7% |
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