+1,750.7%
KKR vs KMB
+211.2%
+1,539.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.2% | -1.3% |
| 7D | -0.9% | -3.0% | +2.2% | +0.2% |
| 30D | +2.2% | -5.5% | +7.6% | +4.2% |
| 3M | +13.1% | +14.0% | -0.9% | +7.6% |
| 6M | +15.3% | +4.1% | +11.2% | +13.0% |
| YTD | -15.0% | +8.0% | -23.1% | -18.2% |
| 1Y | -21.0% | -13.7% | -7.3% | -17.8% |
| 3Y | +76.7% | -5.9% | +82.7% | +73.2% |
| 5Y | +74.3% | -8.6% | +83.0% | +70.7% |
| 10Y | +753.7% | +17.3% | +736.5% | +617.5% |
| All | +1,750.7% | +211.2% | +1,539.5% | +480.3% |
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