+1,584.4%
KKR vs KMB
+224.5%
+1,359.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.1% |
| 7D | +1.6% | +0.9% | +0.7% | +1.3% |
| 30D | +14.5% | +10.1% | +4.5% | +10.8% |
| 3M | -15.0% | 0.0% | -15.0% | -15.0% |
| 6M | +1.0% | +15.7% | -14.7% | -4.4% |
| YTD | -22.6% | +12.6% | -35.3% | -26.7% |
| 1Y | -18.2% | +10.1% | -28.3% | -21.8% |
| 3Y | +56.4% | +2.1% | +54.2% | +48.6% |
| 5Y | +29.6% | -0.7% | +30.2% | +22.8% |
| 10Y | +671.3% | +38.5% | +632.8% | +491.8% |
| All | +1,584.4% | +224.5% | +1,359.9% | +420.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling