+1,688.1%
KKR vs TGT
+404.4%
+1,283.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.6% | -0.3% |
| 7D | -2.2% | -3.6% | +1.4% | -0.8% |
| 30D | +0.3% | +4.4% | -4.2% | -1.5% |
| 3M | +8.8% | +25.4% | -16.6% | -0.8% |
| 6M | +14.9% | +33.4% | -18.5% | +1.7% |
| YTD | -17.9% | +65.6% | -83.5% | -33.3% |
| 1Y | -23.7% | +80.3% | -104.0% | -40.2% |
| 3Y | +69.1% | +42.1% | +26.9% | +37.6% |
| 5Y | +72.6% | -25.0% | +97.6% | +76.6% |
| 10Y | +728.2% | +208.2% | +520.0% | +370.1% |
| All | +1,688.1% | +404.4% | +1,283.8% | +565.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling