+63.2%
KKR vs TE
-26.8%
+90.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.4% | +0.2% |
| 7D | -6.2% | +0.2% | -6.4% | -6.2% |
| 30D | -8.9% | -5.9% | -2.9% | -8.6% |
| 3M | +6.3% | -45.6% | +51.8% | +10.5% |
| 6M | +16.5% | -43.4% | +59.8% | +18.2% |
| YTD | -20.3% | -31.0% | +10.7% | -21.6% |
| 1Y | -29.8% | +145.2% | -175.0% | -41.4% |
| 3Y | +63.2% | -24.1% | +87.2% | +59.7% |
| All | +63.2% | -26.8% | +90.0% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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