-21.0%
KKR vs TRU
-7.3%
-13.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.9% | +4.1% | +0.9% |
| 7D | -0.9% | -6.8% | +5.9% | +2.3% |
| 30D | +2.2% | 0.0% | +2.1% | +2.0% |
| 3M | +13.1% | +13.3% | -0.2% | +5.9% |
| 6M | +15.3% | +3.4% | +11.8% | +12.4% |
| YTD | -15.0% | -6.4% | -8.6% | -13.7% |
| 1Y | -21.0% | -9.7% | -11.3% | -20.3% |
| All | -21.0% | -7.3% | -13.7% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1y: compounded portfolio wealth divided by compounded TRU 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…
1y analysis · Full analysis span regression · 6 months rolling