-30.3%
KKR vs ZYBT
-58.9%
+28.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.7% | +0.2% |
| 7D | -6.2% | -3.7% | -2.4% | -6.2% |
| 30D | -8.9% | 0.0% | -8.9% | -8.9% |
| 3M | +6.3% | +72.2% | -66.0% | +9.2% |
| 6M | +16.5% | +103.1% | -86.7% | +17.1% |
| YTD | -20.3% | +34.8% | -55.0% | -18.4% |
| 1Y | -29.8% | -83.2% | +53.4% | -22.4% |
| All | -30.3% | -58.9% | +28.6% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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