+72.6%
KKR vs OPEN
-84.0%
+156.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -1.3% |
| 7D | -2.2% | -2.9% | +0.7% | -1.8% |
| 30D | +0.3% | -13.8% | +14.0% | +2.0% |
| 3M | +8.8% | -30.9% | +39.7% | +13.2% |
| 6M | +14.9% | -40.9% | +55.8% | +21.1% |
| YTD | -17.9% | -48.5% | +30.7% | -12.6% |
| 1Y | -23.7% | -50.9% | +27.2% | -22.5% |
| 3Y | +69.1% | -20.6% | +89.7% | +35.7% |
| 5Y | +72.6% | -84.2% | +156.7% | +44.3% |
| All | +72.6% | -84.0% | +156.5% | +44.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling