+1,636.4%
KKR vs ZBRA
+1,205.4%
+431.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.7% |
| 7D | -6.2% | -3.4% | -2.8% | -4.7% |
| 30D | -8.9% | -7.4% | -1.5% | -5.6% |
| 3M | +6.3% | +57.5% | -51.2% | -16.6% |
| 6M | +16.5% | +64.0% | -47.5% | -11.5% |
| YTD | -20.3% | +44.3% | -64.5% | -35.6% |
| 1Y | -29.8% | +10.9% | -40.7% | -36.1% |
| 3Y | +63.2% | +37.5% | +25.7% | +31.7% |
| 5Y | +68.0% | -39.7% | +107.6% | +91.0% |
| 10Y | +704.3% | +429.9% | +274.4% | +246.5% |
| All | +1,636.4% | +1,205.4% | +431.0% | +236.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling