+1,688.1%
KKR vs TEL
+987.7%
+700.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.4% |
| 7D | -2.2% | +1.2% | -3.4% | -3.1% |
| 30D | +0.3% | -4.1% | +4.4% | +3.2% |
| 3M | +8.8% | -2.6% | +11.4% | +10.1% |
| 6M | +14.9% | 0.0% | +14.9% | +11.6% |
| YTD | -17.9% | -9.1% | -8.8% | -15.2% |
| 1Y | -23.7% | -0.8% | -22.9% | -26.7% |
| 3Y | +69.1% | +67.4% | +1.7% | +7.9% |
| 5Y | +72.6% | +51.8% | +20.8% | +19.5% |
| 10Y | +728.2% | +299.4% | +428.8% | +166.9% |
| All | +1,688.1% | +987.7% | +700.4% | +180.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling