+1,716.3%
KKR vs TAP
+32.8%
+1,683.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.2% | -0.3% |
| 7D | -0.6% | -2.3% | +1.7% | +0.2% |
| 30D | +3.0% | -9.4% | +12.4% | +6.7% |
| 3M | +13.6% | -0.8% | +14.4% | +13.4% |
| 6M | +16.2% | -14.7% | +31.0% | +22.2% |
| YTD | -16.6% | -13.9% | -2.6% | -13.3% |
| 1Y | -23.2% | -18.6% | -4.6% | -18.8% |
| 3Y | +71.7% | -32.0% | +103.7% | +91.2% |
| 5Y | +74.8% | -1.0% | +75.8% | +64.0% |
| 10Y | +711.6% | -51.4% | +762.9% | +841.9% |
| All | +1,716.3% | +32.8% | +1,683.5% | +857.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling