+66.1%
KKR vs QS
-75.4%
+141.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -3.0% |
| 7D | -8.1% | -5.0% | -3.1% | -7.3% |
| 30D | -9.1% | -18.3% | +9.2% | -6.0% |
| 3M | +6.4% | -26.0% | +32.4% | +10.8% |
| 6M | +12.6% | -24.0% | +36.6% | +15.6% |
| YTD | -20.4% | -50.3% | +29.9% | -12.5% |
| 1Y | -27.1% | -38.0% | +10.9% | -25.1% |
| 3Y | +63.8% | -24.6% | +88.4% | +41.5% |
| All | +66.1% | -75.4% | +141.5% | +60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling