+63.2%
KKR vs QS
-24.6%
+87.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | 0.0% |
| 7D | -6.2% | -3.6% | -2.5% | -5.7% |
| 30D | -8.9% | -17.2% | +8.4% | -6.7% |
| 3M | +6.3% | -27.0% | +33.2% | +9.8% |
| 6M | +16.5% | -24.6% | +41.0% | +19.0% |
| YTD | -20.3% | -49.3% | +29.1% | -14.6% |
| 1Y | -29.8% | -40.3% | +10.5% | -27.7% |
| 3Y | +63.2% | -23.8% | +87.0% | +47.4% |
| All | +63.2% | -24.6% | +87.8% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 3y: compounded portfolio wealth divided by compounded QS 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…
3y analysis · Full analysis span regression · 6 months rolling