-13.7%
KKR vs ZBH
+11.3%
-25.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +13.5% | -7.9% | +2.4% |
| 7D | +8.9% | +14.3% | -5.4% | +5.5% |
| 30D | +12.7% | +20.3% | -7.6% | +8.0% |
| 3M | -6.2% | +15.3% | -21.4% | -9.3% |
| 6M | -1.5% | +33.9% | -35.5% | -7.0% |
| YTD | -20.1% | +23.5% | -43.5% | -24.0% |
| 1Y | -13.7% | +7.9% | -21.6% | -17.0% |
| All | -13.7% | +11.3% | -25.0% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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