+1,636.4%
KKR vs NRG
+572.7%
+1,063.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.4% |
| 7D | -6.2% | -4.7% | -1.5% | -4.6% |
| 30D | -8.9% | -6.0% | -2.9% | -7.2% |
| 3M | +6.3% | -8.0% | +14.2% | +7.4% |
| 6M | +16.5% | -23.2% | +39.6% | +24.0% |
| YTD | -20.3% | -28.1% | +7.8% | -13.8% |
| 1Y | -29.8% | -27.3% | -2.5% | -25.1% |
| 3Y | +63.2% | +208.7% | -145.5% | -0.8% |
| 5Y | +68.0% | +197.7% | -129.7% | +2.1% |
| 10Y | +704.3% | +1,103.3% | -399.0% | +202.1% |
| All | +1,636.4% | +572.7% | +1,063.7% | +682.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling