+66.5%
KKR vs TRU
-35.6%
+102.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.3% |
| 7D | -6.2% | -2.7% | -3.4% | -4.7% |
| 30D | -8.9% | -2.0% | -6.8% | -7.9% |
| 3M | +6.3% | +18.4% | -12.2% | -4.7% |
| 6M | +16.5% | +8.9% | +7.6% | +9.0% |
| YTD | -20.3% | -8.9% | -11.3% | -17.7% |
| 1Y | -29.8% | -15.9% | -13.9% | -24.6% |
| 3Y | +63.2% | -1.1% | +64.3% | +57.0% |
| All | +66.5% | -35.6% | +102.1% | +102.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling