+259.5%
KKR vs TE
-53.2%
+312.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.7% | +3.6% | -2.3% |
| 7D | -8.1% | +0.9% | -9.0% | -8.3% |
| 30D | -9.1% | -16.3% | +7.2% | -7.6% |
| 3M | +6.4% | -40.8% | +47.1% | +10.7% |
| 6M | +12.6% | -42.6% | +55.2% | +14.4% |
| YTD | -20.4% | -31.4% | +11.0% | -22.1% |
| 1Y | -27.1% | +144.9% | -172.0% | -42.3% |
| 3Y | +63.8% | -26.0% | +89.8% | +37.8% |
| 5Y | +67.6% | -48.5% | +116.1% | +43.0% |
| All | +259.5% | -53.2% | +312.7% | +207.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling