+696.7%
KKR vs TRMB
+121.9%
+574.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.7% |
| 7D | -6.2% | -3.0% | -3.1% | -4.3% |
| 30D | -8.9% | +2.3% | -11.2% | -10.2% |
| 3M | +6.3% | +15.3% | -9.1% | -3.7% |
| 6M | +16.5% | -14.7% | +31.2% | +27.5% |
| YTD | -20.3% | -26.4% | +6.1% | -3.8% |
| 1Y | -29.8% | -30.4% | +0.6% | -12.4% |
| 3Y | +63.2% | +13.5% | +49.7% | +49.9% |
| 5Y | +68.0% | -38.6% | +106.5% | +118.4% |
| All | +696.7% | +121.9% | +574.9% | +436.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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