-21.0%
KKR vs TAP
-14.5%
-6.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.7% | -1.9% |
| 7D | -0.9% | -2.3% | +1.4% | -1.0% |
| 30D | +2.2% | -2.1% | +4.3% | +2.1% |
| 3M | +13.1% | +6.6% | +6.5% | +14.0% |
| 6M | +15.3% | -11.5% | +26.8% | +13.5% |
| YTD | -15.0% | -10.3% | -4.7% | -16.6% |
| 1Y | -21.0% | -14.4% | -6.6% | -25.6% |
| All | -21.0% | -14.5% | -6.5% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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