+728.2%
KKR vs P
+694.3%
+34.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.0% | +2.5% | -0.4% |
| 7D | -2.2% | +5.0% | -7.2% | -3.6% |
| 30D | +0.3% | -0.9% | +1.2% | 0.0% |
| 3M | +8.8% | +38.7% | -29.8% | -2.9% |
| 6M | +14.9% | +54.4% | -39.5% | -2.8% |
| YTD | -17.9% | +44.8% | -62.7% | -29.7% |
| 1Y | -23.7% | +22.5% | -46.2% | -33.3% |
| 3Y | +69.1% | +148.2% | -79.2% | +8.9% |
| 5Y | +72.6% | +268.9% | -196.4% | -4.7% |
| 10Y | +728.2% | +696.9% | +31.4% | +262.3% |
| All | +728.2% | +694.3% | +34.0% | +262.3% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 10y: compounded portfolio wealth divided by compounded P 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…
10y analysis · Full analysis span regression · 6 months rolling