+204.7%
KKR vs QS
-47.0%
+251.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.6% | +5.1% | -0.9% |
| 7D | -2.2% | -4.2% | +2.0% | -1.8% |
| 30D | +0.3% | -15.7% | +15.9% | +1.8% |
| 3M | +8.8% | -28.7% | +37.5% | +11.7% |
| 6M | +14.9% | -23.2% | +38.1% | +16.6% |
| YTD | -17.9% | -49.9% | +32.0% | -13.6% |
| 1Y | -23.7% | -38.8% | +15.1% | -22.0% |
| 3Y | +69.1% | -24.0% | +93.1% | +60.3% |
| 5Y | +72.6% | -75.6% | +148.1% | +67.4% |
| All | +204.7% | -47.0% | +251.7% | +203.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling