+1,750.7%
KKR vs KGC
+118.7%
+1,632.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.4% | -1.6% |
| 7D | -0.9% | -1.3% | +0.4% | -0.8% |
| 30D | +2.2% | +20.3% | -18.1% | +0.4% |
| 3M | +13.1% | +8.1% | +5.0% | +12.0% |
| 6M | +15.3% | -8.8% | +24.0% | +15.5% |
| YTD | -15.0% | +10.1% | -25.1% | -16.6% |
| 1Y | -21.0% | +44.2% | -65.2% | -24.7% |
| 3Y | +76.7% | +533.0% | -456.3% | +45.4% |
| 5Y | +74.3% | +443.0% | -368.7% | +43.0% |
| 10Y | +753.7% | +678.6% | +75.2% | +566.6% |
| All | +1,750.7% | +118.7% | +1,632.0% | +1,748.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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