+696.7%
KKR vs NTRA
+3,199.2%
-2,502.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.6% | 0.0% |
| 7D | -6.2% | +0.2% | -6.4% | -6.2% |
| 30D | -8.9% | +4.1% | -13.0% | -9.7% |
| 3M | +6.3% | +50.0% | -43.8% | -3.8% |
| 6M | +16.5% | +67.3% | -50.8% | +2.2% |
| YTD | -20.3% | +43.6% | -63.8% | -27.9% |
| 1Y | -29.8% | +89.2% | -119.0% | -40.5% |
| 3Y | +63.2% | +502.5% | -439.4% | +6.2% |
| 5Y | +68.0% | +173.8% | -105.8% | +17.6% |
| All | +696.7% | +3,199.2% | -2,502.5% | +259.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 10y: compounded portfolio wealth divided by compounded NTRA 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…
10y analysis · Full analysis span regression · 6 months rolling