+720.6%
KKR vs LII
+166.2%
+554.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.3% | +3.1% |
| 7D | +5.1% | +0.4% | +4.6% | +4.9% |
| 30D | +10.9% | -2.4% | +13.3% | +11.8% |
| 3M | -2.9% | -17.5% | +14.6% | +7.1% |
| 6M | -1.2% | -32.8% | +31.6% | +18.8% |
| YTD | -20.4% | -27.7% | +7.3% | -10.3% |
| 1Y | -15.4% | -28.1% | +12.6% | -4.4% |
| 3Y | +61.9% | -9.7% | +71.6% | +54.4% |
| 5Y | +38.3% | +19.5% | +18.8% | +7.7% |
| 10Y | +720.6% | +170.6% | +550.0% | +295.6% |
| All | +720.6% | +166.2% | +554.4% | +295.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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