+1,269.1%
KKR vs TRGP
+2,242.0%
-972.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.2% |
| 7D | -2.2% | -0.7% | -1.5% | -2.0% |
| 30D | +0.3% | +9.5% | -9.2% | -2.8% |
| 3M | +8.8% | +10.8% | -2.0% | +4.6% |
| 6M | +14.9% | +25.3% | -10.4% | +5.8% |
| YTD | -17.9% | +60.3% | -78.1% | -30.3% |
| 1Y | -23.7% | +84.6% | -108.2% | -38.2% |
| 3Y | +69.1% | +264.4% | -195.3% | +13.0% |
| 5Y | +72.6% | +636.6% | -564.0% | -5.4% |
| 10Y | +728.2% | +848.9% | -120.7% | +247.4% |
| All | +1,269.1% | +2,242.0% | -972.9% | +214.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling