+66.5%
KKR vs OWL
-15.1%
+81.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -0.7% |
| 7D | -6.2% | -10.1% | +4.0% | +0.9% |
| 30D | -8.9% | -11.9% | +3.1% | -0.7% |
| 3M | +6.3% | +10.7% | -4.5% | -1.7% |
| 6M | +16.5% | +22.1% | -5.7% | -1.1% |
| YTD | -20.3% | -24.8% | +4.5% | -4.7% |
| 1Y | -29.8% | -39.2% | +9.4% | -3.3% |
| 3Y | +63.2% | +1.7% | +61.4% | +57.9% |
| All | +66.5% | -15.1% | +81.6% | +67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OWL.
Daily Out/Under-Performance
Portfolio return minus OWL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OWL 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 OWL 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