+81.6%
KO vs KKR
+64.4%
+17.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +0.4% |
| 7D | -1.1% | -8.1% | +7.0% | -0.8% |
| 30D | +1.6% | -9.1% | +10.7% | +1.9% |
| 3M | +5.8% | +6.4% | -0.6% | +5.5% |
| 6M | +14.3% | +12.6% | +1.7% | +13.6% |
| YTD | +27.3% | -20.4% | +47.7% | +28.7% |
| 1Y | +33.2% | -27.1% | +60.2% | +35.1% |
| 3Y | +64.5% | +63.8% | +0.6% | +50.1% |
| All | +81.6% | +64.4% | +17.2% | +57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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