+1,636.4%
KKR vs KNX
+310.5%
+1,326.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.9% |
| 7D | -6.2% | -5.6% | -0.6% | -3.7% |
| 30D | -8.9% | -4.4% | -4.4% | -7.1% |
| 3M | +6.3% | -17.3% | +23.6% | +15.0% |
| 6M | +16.5% | +22.6% | -6.2% | +3.6% |
| YTD | -20.3% | +31.1% | -51.4% | -31.7% |
| 1Y | -29.8% | +60.2% | -90.0% | -45.9% |
| 3Y | +63.2% | +35.8% | +27.4% | +33.7% |
| 5Y | +68.0% | +38.9% | +29.1% | +35.2% |
| 10Y | +704.3% | +166.5% | +537.8% | +333.8% |
| All | +1,636.4% | +310.5% | +1,326.0% | +493.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling