-13.7%
KKR vs TMF
-23.9%
+10.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.5% | +3.1% | +4.9% |
| 7D | +8.9% | +4.0% | +4.9% | +7.8% |
| 30D | +12.7% | +19.5% | -6.8% | +7.7% |
| 3M | -6.2% | -3.5% | -2.6% | -5.9% |
| 6M | -1.5% | -10.6% | +9.0% | -0.8% |
| YTD | -20.1% | -17.1% | -3.0% | -20.1% |
| 1Y | -13.7% | -24.3% | +10.5% | -12.9% |
| All | -13.7% | -23.9% | +10.2% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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