+696.7%
KKR vs KR
+129.5%
+567.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.5% | 0.0% |
| 7D | -6.2% | -0.2% | -6.0% | -6.2% |
| 30D | -8.9% | +5.1% | -13.9% | -9.1% |
| 3M | +6.3% | -8.2% | +14.4% | +6.8% |
| 6M | +16.5% | -18.0% | +34.5% | +17.8% |
| YTD | -20.3% | -4.8% | -15.5% | -20.3% |
| 1Y | -29.8% | -11.0% | -18.8% | -29.5% |
| 3Y | +63.2% | +37.7% | +25.5% | +54.8% |
| 5Y | +68.0% | +52.8% | +15.2% | +56.7% |
| All | +696.7% | +129.5% | +567.2% | +595.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 10y: compounded portfolio wealth divided by compounded KR 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…
10y analysis · Full analysis span regression · 6 months rolling