+68.0%
KKR vs Z
-37.2%
+105.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.3% |
| 7D | -2.2% | -7.1% | +4.9% | +0.2% |
| 30D | +0.3% | -4.8% | +5.0% | +1.7% |
| 3M | +8.8% | -9.3% | +18.2% | +11.7% |
| 6M | +14.9% | -29.0% | +43.9% | +27.4% |
| YTD | -17.9% | -52.9% | +35.0% | +3.5% |
| 1Y | -23.7% | -63.1% | +39.4% | +3.6% |
| All | +68.0% | -37.2% | +105.3% | +99.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling