+1,688.1%
KKR vs KMX
+215.0%
+1,473.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.4% |
| 7D | -2.2% | -1.9% | -0.3% | -1.4% |
| 30D | +0.3% | +2.6% | -2.3% | -0.9% |
| 3M | +8.8% | +25.6% | -16.8% | -2.3% |
| 6M | +14.9% | +41.9% | -27.0% | -3.7% |
| YTD | -17.9% | +56.0% | -73.9% | -34.5% |
| 1Y | -23.7% | -1.8% | -21.9% | -27.8% |
| 3Y | +69.1% | -25.7% | +94.8% | +75.6% |
| 5Y | +72.6% | -54.7% | +127.3% | +112.3% |
| 10Y | +728.2% | +9.2% | +719.1% | +530.5% |
| All | +1,688.1% | +215.0% | +1,473.1% | +655.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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