+101.0%
KKR vs ZETA
+247.9%
-147.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.2% | -1.0% |
| 7D | -0.9% | +2.7% | -3.5% | -1.5% |
| 30D | +2.2% | +15.8% | -13.6% | -1.1% |
| 3M | +13.1% | +35.4% | -22.4% | +5.1% |
| 6M | +15.3% | +67.1% | -51.9% | +1.3% |
| YTD | -15.0% | +54.1% | -69.1% | -24.3% |
| 1Y | -21.0% | +67.8% | -88.8% | -31.4% |
| 3Y | +76.7% | +311.4% | -234.7% | +14.9% |
| 5Y | +74.3% | +324.8% | -250.5% | +6.5% |
| All | +101.0% | +247.9% | -147.0% | +19.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling