+696.7%
KKR vs M
-3.0%
+699.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.7% | -7.5% | -1.7% |
| 7D | -6.2% | -4.2% | -2.0% | -5.3% |
| 30D | -8.9% | -7.2% | -1.7% | -7.3% |
| 3M | +6.3% | -11.1% | +17.4% | +9.0% |
| 6M | +16.5% | +28.8% | -12.3% | +8.5% |
| YTD | -20.3% | +2.0% | -22.3% | -21.5% |
| 1Y | -29.8% | +31.3% | -61.0% | -35.3% |
| 3Y | +63.2% | +119.1% | -55.9% | +26.3% |
| 5Y | +68.0% | +29.7% | +38.3% | +41.3% |
| All | +696.7% | -3.0% | +699.7% | +453.1% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 10y: compounded portfolio wealth divided by compounded M 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…
10y analysis · Full analysis span regression · 6 months rolling