+67.6%
KKR vs TAP
-2.6%
+70.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | -8.1% | -5.3% | -2.8% | -6.8% |
| 30D | -9.1% | -7.4% | -1.7% | -7.3% |
| 3M | +6.4% | -4.9% | +11.3% | +7.4% |
| 6M | +12.6% | -14.2% | +26.8% | +16.8% |
| YTD | -20.4% | -14.8% | -5.6% | -17.9% |
| 1Y | -27.1% | -18.1% | -9.0% | -24.0% |
| 3Y | +63.8% | -32.7% | +96.5% | +80.4% |
| 5Y | +67.6% | -0.5% | +68.1% | +59.6% |
| All | +67.6% | -2.6% | +70.2% | +59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling