+74.8%
KKR vs RF
+89.9%
-15.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.1% |
| 7D | -0.6% | +2.7% | -3.3% | -2.4% |
| 30D | +3.0% | -3.4% | +6.4% | +5.4% |
| 3M | +13.6% | +6.4% | +7.3% | +8.6% |
| 6M | +16.2% | +13.4% | +2.8% | +6.1% |
| YTD | -16.6% | +14.2% | -30.8% | -24.3% |
| 1Y | -23.2% | +15.7% | -38.9% | -30.8% |
| 3Y | +71.7% | +91.3% | -19.6% | +11.3% |
| 5Y | +74.8% | +89.8% | -14.9% | +19.0% |
| All | +74.8% | +89.9% | -15.1% | +19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling