+56.4%
KKR vs NDAQ
+117.7%
-61.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +1.0% |
| 7D | +1.6% | +1.3% | +0.4% | +0.6% |
| 30D | +14.5% | +18.0% | -3.4% | -0.5% |
| 3M | -15.0% | +11.5% | -26.5% | -22.6% |
| 6M | +1.0% | +21.1% | -20.1% | -15.2% |
| YTD | -22.6% | +12.8% | -35.5% | -30.4% |
| 1Y | -18.2% | +25.7% | -43.9% | -34.1% |
| 3Y | +56.4% | +116.8% | -60.4% | -9.2% |
| All | +56.4% | +117.7% | -61.3% | -9.2% |
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