+307.7%
KKR vs REPL
-17.3%
+325.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -8.4% | +5.3% | -2.7% |
| 7D | -8.1% | -13.4% | +5.3% | -7.5% |
| 30D | -9.1% | -3.0% | -6.1% | -9.1% |
| 3M | +6.4% | +56.3% | -50.0% | +1.9% |
| 6M | +12.6% | +60.9% | -48.3% | +2.6% |
| YTD | -20.4% | +36.2% | -56.6% | -27.0% |
| 1Y | -27.1% | +121.0% | -148.1% | -37.8% |
| 3Y | +63.8% | -32.8% | +96.7% | +32.8% |
| 5Y | +67.6% | -58.7% | +126.3% | +39.6% |
| All | +307.7% | -17.3% | +325.0% | +162.0% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded REPL 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling