+1,618.7%
KKR vs LII
+857.6%
+761.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.2% |
| 7D | -1.3% | -2.3% | +1.0% | 0.0% |
| 30D | +9.3% | -1.7% | +11.0% | +9.8% |
| 3M | -9.8% | -18.3% | +8.4% | -0.2% |
| 6M | +1.0% | -32.3% | +33.3% | +20.8% |
| YTD | -21.1% | -27.1% | +6.0% | -11.3% |
| 1Y | -17.0% | -27.2% | +10.2% | -6.7% |
| 3Y | +60.6% | -8.9% | +69.6% | +54.9% |
| 5Y | +33.6% | +19.7% | +13.9% | +8.1% |
| 10Y | +687.0% | +168.9% | +518.2% | +295.3% |
| All | +1,618.7% | +857.6% | +761.1% | +275.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling