+63.2%
KKR vs ZETA
+269.4%
-206.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.5% | +0.5% |
| 7D | -6.2% | -3.7% | -2.4% | -5.4% |
| 30D | -8.9% | +5.7% | -14.6% | -10.0% |
| 3M | +6.3% | +50.4% | -44.2% | -3.5% |
| 6M | +16.5% | +65.5% | -49.0% | +2.4% |
| YTD | -20.3% | +48.3% | -68.6% | -28.6% |
| 1Y | -29.8% | +45.4% | -75.2% | -37.4% |
| 3Y | +63.2% | +270.8% | -207.6% | +6.7% |
| All | +63.2% | +269.4% | -206.2% | +6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling