+66.5%
KKR vs NRG
+194.8%
-128.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.4% |
| 7D | -6.2% | -4.7% | -1.5% | -4.5% |
| 30D | -8.9% | -6.0% | -2.9% | -7.1% |
| 3M | +6.3% | -8.0% | +14.2% | +7.2% |
| 6M | +16.5% | -23.2% | +39.6% | +24.4% |
| YTD | -20.3% | -28.1% | +7.8% | -13.3% |
| 1Y | -29.8% | -27.3% | -2.5% | -24.9% |
| 3Y | +63.2% | +208.7% | -145.5% | -20.7% |
| All | +66.5% | +194.8% | -128.3% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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