+1,632.8%
KKR vs NI
+1,038.2%
+594.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.8% |
| 7D | -8.1% | -0.6% | -7.5% | -7.8% |
| 30D | -9.1% | -1.4% | -7.7% | -8.5% |
| 3M | +6.4% | -10.6% | +16.9% | +11.9% |
| 6M | +12.6% | -9.9% | +22.5% | +17.6% |
| YTD | -20.4% | +1.2% | -21.6% | -21.7% |
| 1Y | -27.1% | +4.4% | -31.5% | -29.5% |
| 3Y | +63.8% | +68.6% | -4.8% | +24.6% |
| 5Y | +67.6% | +98.0% | -30.4% | +17.4% |
| 10Y | +702.6% | +143.6% | +559.0% | +384.1% |
| All | +1,632.8% | +1,038.2% | +594.6% | +154.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling