-18.2%
KKR vs KMB
+9.5%
-27.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.5% |
| 7D | +1.6% | +0.9% | +0.7% | +1.5% |
| 30D | +14.5% | +10.1% | +4.5% | +13.6% |
| 3M | -15.0% | 0.0% | -15.0% | -15.6% |
| 6M | +1.0% | +15.7% | -14.7% | +2.1% |
| YTD | -22.6% | +12.6% | -35.3% | -22.7% |
| 1Y | -18.2% | +10.1% | -28.3% | -17.6% |
| All | -18.2% | +9.5% | -27.7% | -17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling