+68.0%
KKR vs NDAQ
+90.0%
-21.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -0.8% |
| 7D | -2.2% | -1.6% | -0.6% | -0.9% |
| 30D | +0.3% | -1.5% | +1.7% | +1.4% |
| 3M | +8.8% | +8.0% | +0.8% | +1.1% |
| 6M | +14.9% | +7.7% | +7.2% | +6.3% |
| YTD | -17.9% | -2.3% | -15.5% | -16.6% |
| 1Y | -23.7% | +0.6% | -24.2% | -24.9% |
| All | +68.0% | +90.0% | -21.9% | +12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling