+1,688.1%
KKR vs NTAP
+525.7%
+1,162.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.8% | -0.5% |
| 7D | -2.2% | +2.2% | -4.4% | -3.2% |
| 30D | +0.3% | -7.0% | +7.3% | +3.4% |
| 3M | +8.8% | +12.3% | -3.5% | +2.3% |
| 6M | +14.9% | +85.1% | -70.2% | -16.8% |
| YTD | -17.9% | +74.8% | -92.7% | -39.0% |
| 1Y | -23.7% | +52.7% | -76.4% | -39.7% |
| 3Y | +69.1% | +147.7% | -78.6% | +4.7% |
| 5Y | +72.6% | +124.8% | -52.2% | +11.0% |
| 10Y | +728.2% | +589.7% | +138.5% | +207.9% |
| All | +1,688.1% | +525.7% | +1,162.4% | +547.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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