+78.0%
KKR vs S
-56.9%
+134.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.9% | -5.0% | -3.6% |
| 7D | -8.1% | +0.1% | -8.1% | -8.1% |
| 30D | -9.1% | -11.8% | +2.7% | -6.4% |
| 3M | +6.4% | +33.9% | -27.6% | -2.5% |
| 6M | +12.6% | +40.1% | -27.5% | +0.8% |
| YTD | -20.4% | +32.1% | -52.5% | -27.7% |
| 1Y | -27.1% | +11.0% | -38.1% | -31.0% |
| 3Y | +63.8% | +16.9% | +46.9% | +48.1% |
| 5Y | +67.6% | -68.9% | +136.5% | +81.1% |
| All | +78.0% | -56.9% | +134.9% | +90.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling