+437.9%
KKR vs OTIS
+91.8%
+346.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -0.9% |
| 7D | -2.2% | -2.2% | 0.0% | -0.9% |
| 30D | +0.3% | -4.3% | +4.6% | +2.9% |
| 3M | +8.8% | -2.2% | +11.0% | +10.0% |
| 6M | +14.9% | -19.9% | +34.8% | +30.1% |
| YTD | -17.9% | -19.3% | +1.4% | -7.8% |
| 1Y | -23.7% | -19.6% | -4.1% | -14.2% |
| 3Y | +69.1% | -11.5% | +80.6% | +73.6% |
| 5Y | +72.6% | -16.8% | +89.3% | +79.0% |
| All | +437.9% | +91.8% | +346.1% | +317.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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