+66.5%
KKR vs O
+15.7%
+50.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -6.2% | -2.9% | -3.3% | -4.8% |
| 30D | -8.9% | -4.5% | -4.3% | -6.7% |
| 3M | +6.3% | -2.6% | +8.9% | +7.5% |
| 6M | +16.5% | -5.6% | +22.1% | +19.4% |
| YTD | -20.3% | +9.3% | -29.5% | -25.4% |
| 1Y | -29.8% | +4.3% | -34.1% | -32.6% |
| 3Y | +63.2% | +27.4% | +35.7% | +31.3% |
| All | +66.5% | +15.7% | +50.7% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 5y: compounded portfolio wealth divided by compounded O 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…
5y analysis · Full analysis span regression · 6 months rolling