+651.4%
KKR vs P
+652.0%
-0.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.4% |
| 7D | +1.6% | +11.6% | -10.0% | -1.6% |
| 30D | +14.5% | -23.7% | +38.2% | +21.7% |
| 3M | -15.0% | -8.0% | -7.0% | -15.6% |
| 6M | +1.0% | +27.9% | -26.9% | -11.0% |
| YTD | -22.6% | +61.2% | -83.8% | -37.6% |
| 1Y | -18.2% | +28.6% | -46.8% | -31.0% |
| 3Y | +56.4% | +200.5% | -144.1% | -7.8% |
| 5Y | +29.6% | +282.9% | -253.4% | -31.3% |
| All | +651.4% | +652.0% | -0.6% | +200.0% |
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