+695.1%
KKR vs KMB
+15.0%
+680.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | -8.1% | -7.7% | -0.4% | -6.2% |
| 30D | -9.1% | -8.2% | -0.9% | -7.1% |
| 3M | +6.4% | -1.9% | +8.2% | +6.7% |
| 6M | +12.6% | -0.7% | +13.2% | +12.3% |
| YTD | -20.4% | +1.4% | -21.8% | -21.3% |
| 1Y | -27.1% | -19.1% | -7.9% | -23.5% |
| 3Y | +63.8% | -12.6% | +76.4% | +64.6% |
| 5Y | +67.6% | -12.7% | +80.3% | +66.5% |
| All | +695.1% | +15.0% | +680.0% | +646.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 10y: compounded portfolio wealth divided by compounded KMB 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…
10y analysis · Full analysis span regression · 6 months rolling