+63.2%
KKR vs TDY
+46.9%
+16.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -0.6% |
| 7D | -6.2% | -1.1% | -5.0% | -5.5% |
| 30D | -8.9% | -12.0% | +3.2% | -0.9% |
| 3M | +6.3% | -3.2% | +9.5% | +8.0% |
| 6M | +16.5% | -7.9% | +24.3% | +21.8% |
| YTD | -20.3% | +18.2% | -38.5% | -33.1% |
| 1Y | -29.8% | +6.7% | -36.4% | -35.8% |
| 3Y | +63.2% | +47.5% | +15.6% | +15.1% |
| All | +63.2% | +46.9% | +16.3% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 3y: compounded portfolio wealth divided by compounded TDY 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…
3y analysis · Full analysis span regression · 6 months rolling