+1,632.5%
KKR vs TMF
-64.6%
+1,697.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.9% | +6.7% | +2.3% |
| 7D | +5.1% | -1.1% | +6.1% | +4.9% |
| 30D | +10.9% | +11.8% | -0.9% | +12.7% |
| 3M | -2.9% | -4.0% | +1.2% | -3.5% |
| 6M | -1.2% | -16.5% | +15.3% | -3.9% |
| YTD | -20.4% | -19.9% | -0.5% | -22.9% |
| 1Y | -15.4% | -25.6% | +10.1% | -18.9% |
| 3Y | +61.9% | -29.9% | +91.8% | +57.0% |
| 5Y | +38.3% | -88.2% | +126.5% | -5.8% |
| 10Y | +720.6% | -81.7% | +802.3% | +615.0% |
| All | +1,632.5% | -64.6% | +1,697.1% | +2,257.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling