+1,716.3%
KKR vs TRMB
+295.6%
+1,420.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.2% |
| 7D | -0.6% | -0.3% | -0.4% | -0.5% |
| 30D | +3.0% | -1.2% | +4.3% | +3.6% |
| 3M | +13.6% | +9.6% | +4.0% | +7.6% |
| 6M | +16.2% | -16.1% | +32.3% | +26.7% |
| YTD | -16.6% | -25.0% | +8.4% | -3.3% |
| 1Y | -23.2% | -27.7% | +4.5% | -9.3% |
| 3Y | +71.7% | +15.3% | +56.4% | +59.8% |
| 5Y | +74.8% | -37.4% | +112.2% | +117.6% |
| 10Y | +711.6% | +117.5% | +594.1% | +467.0% |
| All | +1,716.3% | +295.6% | +1,420.8% | +756.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling