+696.7%
KKR vs LEN
+108.0%
+588.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -0.8% |
| 7D | -6.2% | -4.8% | -1.4% | -4.2% |
| 30D | -8.9% | -6.6% | -2.3% | -6.1% |
| 3M | +6.3% | -15.7% | +21.9% | +14.0% |
| 6M | +16.5% | -16.6% | +33.1% | +24.8% |
| YTD | -20.3% | -21.3% | +1.1% | -13.2% |
| 1Y | -29.8% | -42.0% | +12.2% | -12.8% |
| 3Y | +63.2% | -27.9% | +91.1% | +75.8% |
| 5Y | +68.0% | -10.7% | +78.7% | +60.7% |
| All | +696.7% | +108.0% | +588.7% | +367.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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