+1,750.7%
KKR vs M
+119.7%
+1,631.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.6% | -4.4% | -2.5% |
| 7D | -0.9% | +4.7% | -5.6% | -2.1% |
| 30D | +2.2% | -9.6% | +11.8% | +4.9% |
| 3M | +13.1% | +0.9% | +12.2% | +12.3% |
| 6M | +15.3% | +22.3% | -7.0% | +8.3% |
| YTD | -15.0% | +6.5% | -21.5% | -17.4% |
| 1Y | -21.0% | +38.8% | -59.8% | -28.8% |
| 3Y | +76.7% | +115.9% | -39.2% | +33.9% |
| 5Y | +74.3% | +28.6% | +45.7% | +43.5% |
| 10Y | +753.7% | -2.5% | +756.3% | +506.3% |
| All | +1,750.7% | +119.7% | +1,631.0% | +727.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling