+1,584.4%
KKR vs M
+137.4%
+1,447.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.5% |
| 7D | +1.6% | +7.0% | -5.4% | -0.3% |
| 30D | +14.5% | +8.9% | +5.6% | +11.8% |
| 3M | -15.0% | +4.5% | -19.5% | -16.2% |
| 6M | +1.0% | +36.2% | -35.2% | -7.9% |
| YTD | -22.6% | +15.1% | -37.8% | -26.5% |
| 1Y | -18.2% | +27.4% | -45.7% | -24.6% |
| 3Y | +56.4% | +160.1% | -103.8% | +12.8% |
| 5Y | +29.6% | -1.6% | +31.1% | +14.7% |
| 10Y | +671.3% | -7.7% | +679.0% | +464.3% |
| All | +1,584.4% | +137.4% | +1,447.0% | +635.6% |
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