+72.6%
KKR vs LII
+21.2%
+51.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.9% | -0.3% |
| 7D | -2.2% | +0.5% | -2.7% | -2.4% |
| 30D | +0.3% | -11.2% | +11.5% | +6.7% |
| 3M | +8.8% | -28.8% | +37.6% | +27.1% |
| 6M | +14.9% | -26.9% | +41.8% | +30.5% |
| YTD | -17.9% | -22.2% | +4.3% | -11.1% |
| 1Y | -23.7% | -32.0% | +8.3% | -10.9% |
| 3Y | +69.1% | -0.4% | +69.5% | +48.6% |
| 5Y | +72.6% | +22.4% | +50.1% | +17.7% |
| All | +72.6% | +21.2% | +51.4% | +17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling