+1,716.3%
KKR vs NDAQ
+1,877.1%
-160.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -0.5% |
| 7D | -0.6% | -2.6% | +1.9% | +1.2% |
| 30D | +3.0% | +0.5% | +2.6% | +2.7% |
| 3M | +13.6% | +9.9% | +3.7% | +5.6% |
| 6M | +16.2% | +8.2% | +8.0% | +8.9% |
| YTD | -16.6% | -1.5% | -15.1% | -16.5% |
| 1Y | -23.2% | +1.3% | -24.5% | -24.8% |
| 3Y | +71.7% | +92.6% | -20.9% | +9.5% |
| 5Y | +74.8% | +53.8% | +21.0% | +29.3% |
| 10Y | +711.6% | +376.0% | +335.6% | +191.9% |
| All | +1,716.3% | +1,877.1% | -160.8% | +141.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling