+63.2%
KKR vs ZBRA
+35.9%
+27.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.7% |
| 7D | -6.2% | -3.4% | -2.8% | -4.6% |
| 30D | -8.9% | -7.4% | -1.5% | -5.6% |
| 3M | +6.3% | +57.5% | -51.2% | -18.2% |
| 6M | +16.5% | +64.0% | -47.5% | -13.9% |
| YTD | -20.3% | +44.3% | -64.5% | -36.7% |
| 1Y | -29.8% | +10.9% | -40.7% | -35.6% |
| 3Y | +63.2% | +37.5% | +25.7% | +30.9% |
| All | +63.2% | +35.9% | +27.3% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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