+1,569.8%
KKR vs TMF
-66.2%
+1,636.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.4% | +1.6% | -3.5% |
| 7D | -1.1% | -8.2% | +7.0% | -2.3% |
| 30D | +11.5% | +5.3% | +6.2% | +12.4% |
| 3M | -12.4% | -8.5% | -3.9% | -13.5% |
| 6M | -1.9% | -17.2% | +15.3% | -4.6% |
| YTD | -23.3% | -23.4% | +0.1% | -26.2% |
| 1Y | -20.4% | -30.2% | +9.8% | -24.5% |
| 3Y | +56.1% | -32.9% | +89.0% | +50.4% |
| 5Y | +28.4% | -88.5% | +117.0% | -12.7% |
| 10Y | +664.6% | -82.2% | +746.8% | +565.0% |
| All | +1,569.8% | -66.2% | +1,636.0% | +2,157.3% |
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