-13.7%
KKR vs NDAQ
+28.8%
-42.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.6% | +3.0% | +3.9% |
| 7D | +8.9% | +3.9% | +5.0% | +6.3% |
| 30D | +12.7% | +19.0% | -6.3% | +0.5% |
| 3M | -6.2% | +17.6% | -23.7% | -15.7% |
| 6M | -1.5% | +21.0% | -22.5% | -13.3% |
| YTD | -20.1% | +14.1% | -34.1% | -24.4% |
| 1Y | -13.7% | +29.4% | -43.1% | -27.3% |
| All | -13.7% | +28.8% | -42.5% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 1y: compounded portfolio wealth divided by compounded NDAQ 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…
1y analysis · Full analysis span regression · 6 months rolling