+1,632.8%
KKR vs TRI
+300.1%
+1,332.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.3% |
| 7D | -8.1% | -14.4% | +6.3% | +0.9% |
| 30D | -9.1% | -8.1% | -1.0% | -4.7% |
| 3M | +6.4% | +17.5% | -11.2% | -7.3% |
| 6M | +12.6% | -5.0% | +17.5% | +10.6% |
| YTD | -20.4% | -24.7% | +4.3% | -9.1% |
| 1Y | -27.1% | -41.5% | +14.4% | -0.6% |
| 3Y | +63.8% | -20.3% | +84.2% | +69.2% |
| 5Y | +67.6% | -10.9% | +78.5% | +57.3% |
| 10Y | +702.6% | +190.6% | +512.0% | +192.2% |
| All | +1,632.8% | +300.1% | +1,332.8% | +343.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling