-13.7%
KKR vs TEM
-11.1%
-2.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.8% | +8.4% | +6.0% |
| 7D | +8.9% | -1.3% | +10.2% | +9.0% |
| 30D | +12.7% | -9.5% | +22.2% | +14.0% |
| 3M | -6.2% | +60.7% | -66.9% | -16.8% |
| 6M | -1.5% | +35.5% | -37.0% | -10.2% |
| YTD | -20.1% | +28.0% | -48.1% | -27.4% |
| 1Y | -13.7% | -10.5% | -3.2% | -16.0% |
| All | -13.7% | -11.1% | -2.6% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 1y: compounded portfolio wealth divided by compounded TEM 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…
1y analysis · Full analysis span regression · 6 months rolling