+66.5%
KKR vs NI
+96.9%
-30.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -6.2% | 0.0% | -6.2% | -6.2% |
| 30D | -8.9% | -1.4% | -7.5% | -8.3% |
| 3M | +6.3% | -10.6% | +16.8% | +12.0% |
| 6M | +16.5% | -9.3% | +25.8% | +21.2% |
| YTD | -20.3% | +1.1% | -21.4% | -22.0% |
| 1Y | -29.8% | +3.4% | -33.2% | -32.4% |
| 3Y | +63.2% | +67.9% | -4.7% | +21.8% |
| All | +66.5% | +96.9% | -30.4% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 5y: compounded portfolio wealth divided by compounded NI 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…
5y analysis · Full analysis span regression · 6 months rolling