+66.5%
KKR vs ZBRA
-40.4%
+106.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.8% |
| 7D | -6.2% | -3.4% | -2.8% | -4.5% |
| 30D | -8.9% | -7.4% | -1.5% | -5.2% |
| 3M | +6.3% | +57.5% | -51.2% | -19.9% |
| 6M | +16.5% | +64.0% | -47.5% | -15.7% |
| YTD | -20.3% | +44.3% | -64.5% | -38.0% |
| 1Y | -29.8% | +10.9% | -40.7% | -36.8% |
| 3Y | +63.2% | +37.5% | +25.7% | +25.5% |
| All | +66.5% | -40.4% | +106.9% | +119.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling