+696.7%
KKR vs Z
-2.5%
+699.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.0% | -3.8% | -0.9% |
| 7D | -6.2% | -6.0% | -0.1% | -4.6% |
| 30D | -8.9% | -2.3% | -6.6% | -8.4% |
| 3M | +6.3% | -0.6% | +6.9% | +5.8% |
| 6M | +16.5% | -27.6% | +44.1% | +26.3% |
| YTD | -20.3% | -52.4% | +32.1% | -3.5% |
| 1Y | -29.8% | -63.6% | +33.8% | -8.9% |
| 3Y | +63.2% | -36.4% | +99.6% | +76.5% |
| 5Y | +68.0% | -64.6% | +132.6% | +94.3% |
| All | +696.7% | -2.5% | +699.2% | +549.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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