+28.4%
KKR vs KEY
+12.7%
+15.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.6% |
| 7D | -1.1% | +1.8% | -2.9% | -2.1% |
| 30D | +11.5% | +7.1% | +4.4% | +7.4% |
| 3M | -12.4% | -5.9% | -6.4% | -9.3% |
| 6M | -1.9% | +2.2% | -4.1% | -3.0% |
| YTD | -23.3% | +6.4% | -29.7% | -25.8% |
| 1Y | -20.4% | +24.8% | -45.2% | -29.3% |
| 3Y | +56.1% | +125.2% | -69.2% | +4.5% |
| 5Y | +28.4% | +13.0% | +15.5% | +24.8% |
| All | +28.4% | +12.7% | +15.8% | +24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling