+74.8%
KKR vs REPL
-53.9%
+128.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.8% |
| 7D | -0.6% | -5.7% | +5.1% | -0.5% |
| 30D | +3.0% | +22.5% | -19.4% | +2.5% |
| 3M | +13.6% | +64.7% | -51.0% | +11.3% |
| 6M | +16.2% | +83.0% | -66.8% | +11.0% |
| YTD | -16.6% | +52.0% | -68.5% | -19.9% |
| 1Y | -23.2% | +144.5% | -167.7% | -29.6% |
| 3Y | +71.7% | -25.1% | +96.8% | +58.7% |
| 5Y | +74.8% | -52.9% | +127.7% | +68.7% |
| All | +74.8% | -53.9% | +128.7% | +68.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling