+66.5%
KKR vs TGT
-25.8%
+92.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -6.2% | -5.2% | -0.9% | -4.2% |
| 30D | -8.9% | +1.2% | -10.0% | -9.4% |
| 3M | +6.3% | +18.4% | -12.1% | -1.0% |
| 6M | +16.5% | +33.4% | -17.0% | +2.8% |
| YTD | -20.3% | +63.8% | -84.1% | -35.3% |
| 1Y | -29.8% | +77.2% | -107.0% | -45.0% |
| 3Y | +63.2% | +41.8% | +21.4% | +29.5% |
| All | +66.5% | -25.8% | +92.3% | +78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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