+696.7%
KKR vs TEL
+316.2%
+380.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.6% | -3.4% | -2.5% |
| 7D | -6.2% | +1.6% | -7.8% | -7.3% |
| 30D | -8.9% | -0.7% | -8.2% | -8.7% |
| 3M | +6.3% | +2.4% | +3.8% | +3.6% |
| 6M | +16.5% | +4.1% | +12.3% | +9.5% |
| YTD | -20.3% | -5.8% | -14.4% | -19.8% |
| 1Y | -29.8% | +0.9% | -30.7% | -33.7% |
| 3Y | +63.2% | +72.6% | -9.4% | -0.6% |
| 5Y | +68.0% | +57.5% | +10.4% | +10.3% |
| All | +696.7% | +316.2% | +380.6% | +154.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 10y: compounded portfolio wealth divided by compounded TEL 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…
10y analysis · Full analysis span regression · 6 months rolling