+63.2%
KKR vs OSCR
+401.8%
-338.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | -6.2% | +1.6% | -7.8% | -6.4% |
| 30D | -8.9% | +10.7% | -19.5% | -10.0% |
| 3M | +6.3% | +13.4% | -7.1% | +4.2% |
| 6M | +16.5% | +144.6% | -128.1% | +3.0% |
| YTD | -20.3% | +128.0% | -148.3% | -29.0% |
| 1Y | -29.8% | +68.7% | -98.4% | -36.0% |
| 3Y | +63.2% | +398.8% | -335.6% | +12.5% |
| All | +63.2% | +401.8% | -338.7% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 3y: compounded portfolio wealth divided by compounded OSCR 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…
3y analysis · Full analysis span regression · 6 months rolling