+1,632.5%
KKR vs LII
+850.0%
+782.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.3% | +3.0% |
| 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% | +7.0% |
| 6M | -1.2% | -32.8% | +31.6% | +18.6% |
| YTD | -20.4% | -27.7% | +7.3% | -10.2% |
| 1Y | -15.4% | -28.1% | +12.6% | -4.3% |
| 3Y | +61.9% | -9.7% | +71.6% | +56.8% |
| 5Y | +38.3% | +19.5% | +18.8% | +11.9% |
| 10Y | +720.6% | +170.6% | +550.0% | +310.9% |
| All | +1,632.5% | +850.0% | +782.5% | +280.0% |
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