+67.6%
KKR vs ZETA
+352.7%
-285.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.2% |
| 7D | -8.1% | -6.5% | -1.6% | -6.7% |
| 30D | -9.1% | +4.8% | -13.9% | -10.1% |
| 3M | +6.4% | +53.3% | -47.0% | -4.1% |
| 6M | +12.6% | +66.8% | -54.3% | -1.5% |
| YTD | -20.4% | +50.2% | -70.6% | -29.0% |
| 1Y | -27.1% | +62.0% | -89.1% | -36.6% |
| 3Y | +63.8% | +276.4% | -212.5% | +5.7% |
| 5Y | +67.6% | +341.6% | -274.0% | -2.5% |
| All | +67.6% | +352.7% | -285.1% | -2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling