+66.5%
KKR vs KMI
+151.4%
-84.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | -6.2% | -1.7% | -4.5% | -5.2% |
| 30D | -8.9% | -2.7% | -6.1% | -7.5% |
| 3M | +6.3% | -0.7% | +6.9% | +5.9% |
| 6M | +16.5% | -5.0% | +21.4% | +18.5% |
| YTD | -20.3% | +15.5% | -35.7% | -29.8% |
| 1Y | -29.8% | +16.4% | -46.2% | -38.9% |
| 3Y | +63.2% | +114.2% | -51.0% | -8.6% |
| All | +66.5% | +151.4% | -84.9% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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