+1,632.8%
KKR vs KR
+648.5%
+984.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.2% |
| 7D | -8.1% | -2.7% | -5.4% | -7.7% |
| 30D | -9.1% | +1.9% | -11.0% | -9.4% |
| 3M | +6.4% | -11.0% | +17.4% | +8.1% |
| 6M | +12.6% | -20.2% | +32.8% | +16.1% |
| YTD | -20.4% | -7.3% | -13.1% | -20.1% |
| 1Y | -27.1% | -13.1% | -13.9% | -26.1% |
| 3Y | +63.8% | +29.7% | +34.1% | +50.8% |
| 5Y | +67.6% | +48.8% | +18.9% | +47.4% |
| 10Y | +702.6% | +122.8% | +579.9% | +499.1% |
| All | +1,632.8% | +648.5% | +984.3% | +498.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling