+66.5%
KKR vs ZBH
-28.6%
+95.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.3% |
| 7D | -6.2% | -4.7% | -1.5% | -4.3% |
| 30D | -8.9% | -4.5% | -4.4% | -7.1% |
| 3M | +6.3% | +7.6% | -1.3% | +2.6% |
| 6M | +16.5% | +0.3% | +16.2% | +15.1% |
| YTD | -20.3% | +4.5% | -24.8% | -22.8% |
| 1Y | -29.8% | -9.4% | -20.4% | -28.2% |
| 3Y | +63.2% | -21.5% | +84.7% | +76.0% |
| All | +66.5% | -28.6% | +95.1% | +82.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling