+1,636.4%
KKR vs TDG
+4,985.9%
-3,349.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -0.5% |
| 7D | -6.2% | -1.9% | -4.3% | -5.2% |
| 30D | -8.9% | -7.7% | -1.2% | -4.6% |
| 3M | +6.3% | -9.3% | +15.6% | +12.2% |
| 6M | +16.5% | -9.4% | +25.8% | +22.0% |
| YTD | -20.3% | -14.3% | -6.0% | -13.6% |
| 1Y | -29.8% | -11.8% | -18.0% | -25.4% |
| 3Y | +63.2% | +52.0% | +11.2% | +26.7% |
| 5Y | +68.0% | +128.8% | -60.9% | +4.3% |
| 10Y | +704.3% | +543.8% | +160.5% | +153.2% |
| All | +1,636.4% | +4,985.9% | -3,349.4% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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