+453.2%
KKR vs NTRA
+1,727.4%
-1,274.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -9.6% |
| 3M | +6.3% | +50.0% | -43.8% | -3.1% |
| 6M | +16.5% | +67.3% | -50.8% | +3.2% |
| YTD | -20.3% | +43.6% | -63.8% | -27.3% |
| 1Y | -29.8% | +89.2% | -119.0% | -39.7% |
| 3Y | +63.2% | +502.5% | -439.4% | +9.9% |
| 5Y | +68.0% | +173.8% | -105.8% | +20.8% |
| 10Y | +704.3% | +3,189.3% | -2,485.0% | +283.4% |
| All | +453.2% | +1,727.4% | -1,274.2% | +171.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling