+34.7%
KKR vs M
+1.1%
+33.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.5% | +2.3% | +2.7% |
| 7D | +5.1% | +5.0% | 0.0% | +3.4% |
| 30D | +10.9% | +10.6% | +0.3% | +7.4% |
| 3M | -2.9% | +1.6% | -4.5% | -3.7% |
| 6M | -1.2% | +30.8% | -32.1% | -10.1% |
| YTD | -20.4% | +16.9% | -37.3% | -25.4% |
| 1Y | -15.4% | +26.3% | -41.7% | -22.7% |
| 3Y | +61.9% | +158.6% | -96.7% | +8.5% |
| All | +34.7% | +1.1% | +33.6% | +13.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling