+72.6%
KKR vs S
-71.9%
+144.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.6% | -1.6% |
| 7D | -2.2% | -1.2% | -1.0% | -1.9% |
| 30D | +0.3% | -12.6% | +12.8% | +3.7% |
| 3M | +8.8% | +27.6% | -18.7% | +0.7% |
| 6M | +14.9% | +35.5% | -20.6% | +3.3% |
| YTD | -17.9% | +29.6% | -47.5% | -25.3% |
| 1Y | -23.7% | +8.1% | -31.8% | -27.4% |
| 3Y | +69.1% | +14.8% | +54.3% | +52.5% |
| 5Y | +72.6% | -70.6% | +143.1% | +98.5% |
| All | +72.6% | -71.9% | +144.4% | +98.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling