+1,688.1%
KKR vs OMC
+258.5%
+1,429.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.5% | +1.9% | +0.5% |
| 7D | -2.2% | -4.2% | +2.0% | +0.3% |
| 30D | +0.3% | -7.5% | +7.8% | +4.9% |
| 3M | +8.8% | +4.6% | +4.2% | +5.0% |
| 6M | +14.9% | -4.8% | +19.7% | +17.0% |
| YTD | -17.9% | -1.0% | -16.9% | -19.4% |
| 1Y | -23.7% | +3.8% | -27.5% | -27.9% |
| 3Y | +69.1% | +10.2% | +58.8% | +51.2% |
| 5Y | +72.6% | +29.7% | +42.8% | +36.8% |
| 10Y | +728.2% | +32.3% | +695.9% | +490.0% |
| All | +1,688.1% | +258.5% | +1,429.6% | +404.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling