+72.6%
KKR vs KMB
-14.2%
+86.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.6% | -1.0% |
| 7D | -2.2% | -8.6% | +6.4% | -1.0% |
| 30D | +0.3% | -7.5% | +7.8% | +1.3% |
| 3M | +8.8% | -0.6% | +9.4% | +8.9% |
| 6M | +14.9% | -1.5% | +16.5% | +15.0% |
| YTD | -17.9% | +1.6% | -19.5% | -18.4% |
| 1Y | -23.7% | -20.8% | -2.9% | -21.1% |
| 3Y | +69.1% | -12.4% | +81.4% | +68.0% |
| 5Y | +72.6% | -12.9% | +85.5% | +63.4% |
| All | +72.6% | -14.2% | +86.7% | +63.4% |
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