+1,750.7%
KKR vs KEY
+360.0%
+1,390.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -2.0% |
| 7D | -0.9% | +2.2% | -3.1% | -2.0% |
| 30D | +2.2% | -3.0% | +5.2% | +3.8% |
| 3M | +13.1% | +3.3% | +9.7% | +11.0% |
| 6M | +15.3% | +9.2% | +6.1% | +9.9% |
| YTD | -15.0% | +10.6% | -25.7% | -19.4% |
| 1Y | -21.0% | +20.4% | -41.4% | -28.2% |
| 3Y | +76.7% | +121.8% | -45.1% | +16.0% |
| 5Y | +74.3% | +41.1% | +33.2% | +36.7% |
| 10Y | +753.7% | +168.5% | +585.2% | +300.9% |
| All | +1,750.7% | +360.0% | +1,390.7% | +474.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling