+456.4%
KKR vs Z
+25.1%
+431.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -1.3% |
| 7D | -0.9% | -3.0% | +2.1% | -0.1% |
| 30D | +2.2% | -4.2% | +6.3% | +3.2% |
| 3M | +13.1% | -3.7% | +16.8% | +13.6% |
| 6M | +15.3% | -24.5% | +39.8% | +23.3% |
| YTD | -15.0% | -49.3% | +34.3% | +0.6% |
| 1Y | -21.0% | -58.7% | +37.7% | -1.7% |
| 3Y | +76.7% | -34.1% | +110.9% | +89.0% |
| 5Y | +74.3% | -64.5% | +138.9% | +100.4% |
| 10Y | +753.7% | -0.5% | +754.2% | +585.5% |
| All | +456.4% | +25.1% | +431.3% | +329.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling