+66.5%
KKR vs OMC
+30.5%
+36.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.5% |
| 7D | -6.2% | -4.4% | -1.8% | -3.9% |
| 30D | -8.9% | -7.6% | -1.3% | -4.9% |
| 3M | +6.3% | +4.5% | +1.7% | +2.9% |
| 6M | +16.5% | -0.3% | +16.7% | +15.5% |
| YTD | -20.3% | -0.1% | -20.1% | -21.6% |
| 1Y | -29.8% | +4.6% | -34.4% | -33.5% |
| 3Y | +63.2% | +10.5% | +52.7% | +44.9% |
| All | +66.5% | +30.5% | +36.0% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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