-21.0%
KKR vs KNX
+68.2%
-89.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.8% | -5.6% | -2.7% |
| 7D | -0.9% | +7.4% | -8.2% | -2.5% |
| 30D | +2.2% | +2.0% | +0.2% | +1.6% |
| 3M | +13.1% | -7.9% | +20.9% | +14.8% |
| 6M | +15.3% | +14.4% | +0.9% | +9.9% |
| YTD | -15.0% | +38.9% | -53.9% | -23.3% |
| 1Y | -21.0% | +65.9% | -86.9% | -32.3% |
| All | -21.0% | +68.2% | -89.2% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 1y: compounded portfolio wealth divided by compounded KNX 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…
1y analysis · Full analysis span regression · 6 months rolling