+627.8%
KKR vs P
+485.4%
+142.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.4% | -3.2% | -2.2% |
| 7D | -0.9% | +6.5% | -7.4% | -2.6% |
| 30D | +2.2% | +18.8% | -16.7% | -3.2% |
| 3M | +13.1% | +26.7% | -13.7% | +4.2% |
| 6M | +15.3% | +62.2% | -46.9% | -2.6% |
| YTD | -15.0% | +48.5% | -63.5% | -26.8% |
| 1Y | -21.0% | +26.4% | -47.4% | -30.8% |
| 3Y | +76.7% | +159.4% | -82.7% | +17.3% |
| 5Y | +74.3% | +275.8% | -201.4% | +1.9% |
| 10Y | +753.7% | +732.0% | +21.7% | +299.2% |
| All | +627.8% | +485.4% | +142.4% | +233.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling