+183.3%
KKR vs OWL
+32.0%
+151.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.5% | +2.7% | +0.8% |
| 7D | -0.6% | -3.9% | +3.3% | +1.7% |
| 30D | +3.0% | -3.7% | +6.7% | +5.3% |
| 3M | +13.6% | +21.4% | -7.7% | +1.1% |
| 6M | +16.2% | +18.3% | -2.1% | +3.7% |
| YTD | -16.6% | -20.1% | +3.5% | -6.4% |
| 1Y | -23.2% | -32.8% | +9.6% | -5.5% |
| 3Y | +71.7% | +8.6% | +63.2% | +70.0% |
| 5Y | +74.8% | -4.5% | +79.3% | +70.6% |
| All | +183.3% | +32.0% | +151.3% | +172.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling