+1,716.3%
KKR vs LOW
+1,198.0%
+518.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -0.8% |
| 7D | -0.6% | +0.4% | -1.0% | -0.9% |
| 30D | +3.0% | -10.1% | +13.1% | +9.5% |
| 3M | +13.6% | -2.9% | +16.5% | +15.1% |
| 6M | +16.2% | -19.4% | +35.6% | +30.3% |
| YTD | -16.6% | -15.4% | -1.1% | -9.6% |
| 1Y | -23.2% | -24.9% | +1.7% | -10.8% |
| 3Y | +71.7% | -7.8% | +79.5% | +75.7% |
| 5Y | +74.8% | +8.4% | +66.4% | +63.2% |
| 10Y | +711.6% | +226.8% | +484.8% | +299.1% |
| All | +1,716.3% | +1,198.0% | +518.3% | +281.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling