+259.7%
KKR vs OPEN
-70.7%
+330.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.5% | -1.9% |
| 7D | -0.9% | -4.3% | +3.4% | -0.4% |
| 30D | +2.2% | -16.2% | +18.4% | +4.2% |
| 3M | +13.1% | -36.4% | +49.4% | +18.4% |
| 6M | +15.3% | -35.5% | +50.7% | +19.9% |
| YTD | -15.0% | -46.0% | +31.0% | -10.3% |
| 1Y | -21.0% | -47.1% | +26.2% | -20.6% |
| 3Y | +76.7% | -19.0% | +95.7% | +44.6% |
| 5Y | +74.3% | -83.6% | +157.9% | +47.5% |
| All | +259.7% | -70.7% | +330.4% | +169.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling