+31.2%
KKR vs KMB
-0.7%
+31.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +12.9% |
| 3M | -15.0% | 0.0% | -15.0% | -15.1% |
| 6M | +1.0% | +15.7% | -14.7% | -1.0% |
| YTD | -22.6% | +12.6% | -35.3% | -24.3% |
| 1Y | -18.2% | +10.1% | -28.3% | -19.6% |
| 3Y | +56.4% | +2.1% | +54.2% | +50.2% |
| All | +31.2% | -0.7% | +31.9% | +20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling