+1,750.7%
KKR vs LII
+962.3%
+788.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -3.0% | -2.5% |
| 7D | -0.9% | -0.7% | -0.1% | -0.5% |
| 30D | +2.2% | -12.6% | +14.8% | +9.6% |
| 3M | +13.1% | -24.4% | +37.5% | +28.4% |
| 6M | +15.3% | -28.7% | +44.0% | +33.3% |
| YTD | -15.0% | -19.1% | +4.1% | -9.1% |
| 1Y | -21.0% | -29.7% | +8.7% | -9.3% |
| 3Y | +76.7% | +4.8% | +71.9% | +58.6% |
| 5Y | +74.3% | +24.6% | +49.8% | +38.5% |
| 10Y | +753.7% | +169.2% | +584.5% | +329.5% |
| All | +1,750.7% | +962.3% | +788.4% | +284.5% |
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