-29.8%
KKR vs NTRS
+51.4%
-81.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.6% |
| 7D | -6.2% | +1.4% | -7.5% | -7.1% |
| 30D | -8.9% | -0.7% | -8.2% | -8.6% |
| 3M | +6.3% | +11.3% | -5.1% | -2.3% |
| 6M | +16.5% | +35.5% | -19.1% | -10.2% |
| YTD | -20.3% | +40.6% | -60.9% | -40.5% |
| 1Y | -29.8% | +49.2% | -79.0% | -50.7% |
| All | -29.8% | +51.4% | -81.2% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 1y: compounded portfolio wealth divided by compounded NTRS 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…
1y analysis · Full analysis span regression · 6 months rolling