+90.1%
KKR vs S
-56.8%
+146.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.3% | -2.0% |
| 7D | -0.9% | -7.7% | +6.8% | +1.2% |
| 30D | +2.2% | -5.3% | +7.5% | +3.3% |
| 3M | +13.1% | +20.3% | -7.2% | +6.7% |
| 6M | +15.3% | +47.4% | -32.1% | +1.8% |
| YTD | -15.0% | +32.5% | -47.5% | -22.8% |
| 1Y | -21.0% | +9.5% | -30.5% | -25.0% |
| 3Y | +76.7% | +15.5% | +61.2% | +60.1% |
| 5Y | +74.3% | -71.2% | +145.6% | +88.6% |
| All | +90.1% | -56.8% | +146.8% | +103.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling