+237.5%
KKR vs OPEN
-74.0%
+311.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -6.2% | -11.4% | +5.3% | -4.9% |
| 30D | -8.9% | -20.1% | +11.2% | -6.5% |
| 3M | +6.3% | -37.6% | +43.9% | +11.6% |
| 6M | +16.5% | -47.1% | +63.5% | +23.9% |
| YTD | -20.3% | -52.1% | +31.9% | -14.7% |
| 1Y | -29.8% | -73.5% | +43.7% | -21.5% |
| 3Y | +63.2% | -24.4% | +87.6% | +34.3% |
| 5Y | +68.0% | -85.1% | +153.1% | +43.9% |
| All | +237.5% | -74.0% | +311.5% | +156.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling