+644.9%
KKR vs RF
+219.4%
+425.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.4% | -2.6% |
| 7D | -1.1% | +0.4% | -1.5% | -1.3% |
| 30D | +11.5% | +5.6% | +6.0% | +8.3% |
| 3M | -12.4% | -8.9% | -3.5% | -7.6% |
| 6M | -1.9% | +7.1% | -9.0% | -5.6% |
| YTD | -23.3% | +8.3% | -31.6% | -26.7% |
| 1Y | -20.4% | +16.8% | -37.3% | -27.0% |
| 3Y | +56.1% | +115.0% | -59.0% | +4.1% |
| 5Y | +28.4% | +46.4% | -18.0% | +2.8% |
| All | +644.9% | +219.4% | +425.5% | +260.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 10y: compounded portfolio wealth divided by compounded RF 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…
10y analysis · Full analysis span regression · 6 months rolling