+88.6%
KKR vs NXT
+181.9%
-93.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.0% |
| 7D | -0.6% | +2.9% | -3.5% | -1.0% |
| 30D | +3.0% | -17.2% | +20.3% | +5.7% |
| 3M | +13.6% | -32.0% | +45.6% | +19.1% |
| 6M | +16.2% | -15.8% | +32.0% | +16.8% |
| YTD | -16.6% | -1.9% | -14.7% | -18.3% |
| 1Y | -23.2% | +22.5% | -45.7% | -27.9% |
| 3Y | +71.7% | +100.5% | -28.8% | +42.2% |
| All | +88.6% | +181.9% | -93.3% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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