+696.7%
KKR vs TRI
+196.2%
+500.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.7% |
| 7D | -6.2% | -7.9% | +1.7% | -2.0% |
| 30D | -8.9% | -4.5% | -4.3% | -6.9% |
| 3M | +6.3% | +22.1% | -15.8% | -7.8% |
| 6M | +16.5% | -2.8% | +19.2% | +13.7% |
| YTD | -20.3% | -23.4% | +3.2% | -9.9% |
| 1Y | -29.8% | -41.5% | +11.7% | -5.2% |
| 3Y | +63.2% | -19.2% | +82.4% | +66.6% |
| 5Y | +68.0% | -9.4% | +77.4% | +54.6% |
| All | +696.7% | +196.2% | +500.5% | +266.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling