+1,618.7%
KKR vs M
+138.8%
+1,479.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.5% |
| 7D | -1.3% | -3.3% | +2.0% | -0.5% |
| 30D | +9.3% | +8.1% | +1.2% | +7.0% |
| 3M | -9.8% | +2.2% | -12.1% | -10.6% |
| 6M | +1.0% | +35.1% | -34.1% | -7.8% |
| YTD | -21.1% | +15.8% | -36.9% | -25.2% |
| 1Y | -17.0% | +25.8% | -42.8% | -23.1% |
| 3Y | +60.6% | +156.2% | -95.6% | +16.3% |
| 5Y | +33.6% | -2.4% | +36.0% | +18.5% |
| 10Y | +687.0% | -7.1% | +694.2% | +474.8% |
| All | +1,618.7% | +138.8% | +1,479.9% | +649.3% |
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