+1,584.4%
KKR vs KEY
+345.1%
+1,239.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.5% |
| 7D | +1.6% | +2.9% | -1.3% | +0.1% |
| 30D | +14.5% | +8.4% | +6.1% | +9.8% |
| 3M | -15.0% | -5.8% | -9.2% | -12.2% |
| 6M | +1.0% | +5.4% | -4.4% | -1.7% |
| YTD | -22.6% | +7.1% | -29.7% | -25.3% |
| 1Y | -18.2% | +26.8% | -45.0% | -27.6% |
| 3Y | +56.4% | +128.7% | -72.3% | +1.9% |
| 5Y | +29.6% | +13.6% | +15.9% | +14.1% |
| 10Y | +671.3% | +99.7% | +571.6% | +332.8% |
| All | +1,584.4% | +345.1% | +1,239.3% | +433.1% |
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 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