+696.7%
KKR vs NDAQ
+368.2%
+328.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.6% |
| 7D | -6.2% | -5.6% | -0.6% | -1.9% |
| 30D | -8.9% | -4.4% | -4.5% | -5.6% |
| 3M | +6.3% | +5.9% | +0.4% | +0.7% |
| 6M | +16.5% | +7.7% | +8.7% | +8.4% |
| YTD | -20.3% | -5.2% | -15.1% | -17.8% |
| 1Y | -29.8% | -3.4% | -26.4% | -28.9% |
| 3Y | +63.2% | +85.6% | -22.4% | +1.0% |
| 5Y | +68.0% | +49.5% | +18.5% | +21.3% |
| All | +696.7% | +368.2% | +328.5% | +184.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling