+77.3%
KKR vs LTH
+160.9%
-83.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.2% | -2.0% |
| 7D | -0.9% | -0.6% | -0.2% | -0.7% |
| 30D | +2.2% | -4.6% | +6.8% | +3.6% |
| 3M | +13.1% | +32.8% | -19.7% | +2.3% |
| 6M | +15.3% | +64.6% | -49.4% | -4.3% |
| YTD | -15.0% | +62.6% | -77.7% | -29.2% |
| 1Y | -21.0% | +49.9% | -70.9% | -32.4% |
| 3Y | +76.7% | +151.3% | -74.6% | +24.8% |
| All | +77.3% | +160.9% | -83.6% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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