+97.3%
KKR vs ZETA
+241.7%
-144.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.5% |
| 7D | -0.6% | -2.4% | +1.8% | -0.2% |
| 30D | +3.0% | +15.6% | -12.5% | -0.1% |
| 3M | +13.6% | +41.5% | -27.9% | +4.6% |
| 6M | +16.2% | +63.4% | -47.2% | +2.7% |
| YTD | -16.6% | +51.3% | -67.9% | -25.4% |
| 1Y | -23.2% | +65.8% | -89.0% | -33.2% |
| 3Y | +71.7% | +279.2% | -207.5% | +13.6% |
| 5Y | +74.8% | +341.8% | -266.9% | +7.0% |
| All | +97.3% | +241.7% | -144.5% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded ZETA 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling