-6.3%
KKR vs TEM
+46.9%
-53.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.1% | +1.1% | -2.4% |
| 7D | -8.1% | -9.2% | +1.1% | -6.7% |
| 30D | -9.1% | +5.5% | -14.6% | -10.5% |
| 3M | +6.4% | +18.7% | -12.4% | +2.0% |
| 6M | +12.6% | +15.4% | -2.8% | +7.7% |
| YTD | -20.4% | -0.5% | -19.9% | -22.3% |
| 1Y | -27.1% | -24.8% | -2.2% | -26.4% |
| All | -6.3% | +46.9% | -53.1% | -17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling