+63.2%
KKR vs ZCMD
-100.0%
+163.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.1% | +7.3% | +0.2% |
| 7D | -6.2% | -5.4% | -0.7% | -6.2% |
| 30D | -8.9% | -24.8% | +15.9% | -8.9% |
| 3M | +6.3% | -62.8% | +69.1% | +5.9% |
| 6M | +16.5% | -99.5% | +116.0% | +17.4% |
| YTD | -20.3% | -99.8% | +79.5% | -19.3% |
| 1Y | -29.8% | -99.9% | +70.1% | -29.3% |
| 3Y | +63.2% | -100.0% | +163.2% | +54.2% |
| All | +63.2% | -100.0% | +163.2% | +54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 ZCMD 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