+490.9%
KKR vs QSR
+203.9%
+287.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.8% |
| 7D | -8.1% | -4.7% | -3.4% | -5.9% |
| 30D | -9.1% | +4.3% | -13.4% | -11.1% |
| 3M | +6.4% | +5.4% | +0.9% | +3.2% |
| 6M | +12.6% | +8.2% | +4.4% | +7.5% |
| YTD | -20.4% | +14.1% | -34.6% | -26.2% |
| 1Y | -27.1% | +28.1% | -55.2% | -36.3% |
| 3Y | +63.8% | +25.3% | +38.6% | +40.8% |
| 5Y | +67.6% | +40.4% | +27.2% | +35.1% |
| 10Y | +702.6% | +132.4% | +570.2% | +382.9% |
| All | +490.9% | +203.9% | +287.1% | +224.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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