+66.5%
KKR vs TRGP
+628.1%
-561.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.5% |
| 7D | -6.2% | +0.1% | -6.2% | -6.2% |
| 30D | -8.9% | +8.0% | -16.9% | -13.0% |
| 3M | +6.3% | +8.3% | -2.0% | +0.2% |
| 6M | +16.5% | +23.9% | -7.5% | +0.4% |
| YTD | -20.3% | +59.6% | -79.9% | -41.6% |
| 1Y | -29.8% | +79.4% | -109.2% | -52.6% |
| 3Y | +63.2% | +269.4% | -206.3% | -25.7% |
| All | +66.5% | +628.1% | -561.6% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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