+425.9%
KKR vs NTR
+97.9%
+328.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -6.2% | -1.3% | -4.9% | -5.7% |
| 30D | -8.9% | +16.8% | -25.6% | -14.0% |
| 3M | +6.3% | +20.7% | -14.5% | -1.3% |
| 6M | +16.5% | +0.5% | +15.9% | +14.5% |
| YTD | -20.3% | +29.2% | -49.4% | -29.6% |
| 1Y | -29.8% | +39.6% | -69.4% | -40.4% |
| 3Y | +63.2% | +37.9% | +25.3% | +35.3% |
| 5Y | +68.0% | +47.1% | +20.9% | +22.3% |
| All | +425.9% | +97.9% | +328.0% | +178.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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