-13.7%
KKR vs S
+36.5%
-50.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.6% | +3.9% | +5.3% |
| 7D | +8.9% | -8.2% | +17.1% | +10.6% |
| 30D | +12.7% | -7.6% | +20.3% | +14.1% |
| 3M | -6.2% | +12.0% | -18.1% | -9.3% |
| 6M | -1.5% | +50.6% | -52.1% | -12.2% |
| YTD | -20.1% | +56.6% | -76.7% | -31.5% |
| 1Y | -13.7% | +39.2% | -52.9% | -25.0% |
| All | -13.7% | +36.5% | -50.2% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 1y: compounded portfolio wealth divided by compounded S 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…
1y analysis · Full analysis span regression · 6 months rolling