+66.5%
KKR vs LOW
+5.4%
+61.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.1% |
| 7D | -6.2% | -3.7% | -2.4% | -3.7% |
| 30D | -8.9% | -8.9% | 0.0% | -2.9% |
| 3M | +6.3% | -10.4% | +16.7% | +14.0% |
| 6M | +16.5% | -19.4% | +35.9% | +33.5% |
| YTD | -20.3% | -17.1% | -3.1% | -11.3% |
| 1Y | -29.8% | -26.3% | -3.5% | -14.9% |
| 3Y | +63.2% | -9.9% | +73.1% | +66.4% |
| All | +66.5% | +5.4% | +61.1% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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