+1,716.3%
KKR vs NSC
+761.3%
+955.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.6% |
| 7D | -0.6% | -1.5% | +0.9% | +0.3% |
| 30D | +3.0% | -1.9% | +5.0% | +4.2% |
| 3M | +13.6% | +6.2% | +7.4% | +9.1% |
| 6M | +16.2% | +9.2% | +7.0% | +8.7% |
| YTD | -16.6% | +15.0% | -31.6% | -24.7% |
| 1Y | -23.2% | +21.1% | -44.3% | -32.9% |
| 3Y | +71.7% | +78.6% | -6.9% | +15.2% |
| 5Y | +74.8% | +45.9% | +28.9% | +32.7% |
| 10Y | +711.6% | +326.9% | +384.7% | +211.8% |
| All | +1,716.3% | +761.3% | +955.1% | +307.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 NSC 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