+329.6%
KRE vs KKR
+1,637.1%
-1,307.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.4% |
| 7D | -1.1% | -2.2% | +1.1% | -0.1% |
| 30D | -3.4% | +0.3% | -3.6% | -3.9% |
| 3M | +3.7% | +8.8% | -5.1% | -1.2% |
| 6M | +14.8% | +14.9% | -0.1% | +5.8% |
| YTD | +14.7% | -17.9% | +32.5% | +22.6% |
| 1Y | +16.0% | -23.7% | +39.7% | +28.0% |
| 3Y | +84.3% | +69.1% | +15.2% | +32.8% |
| 5Y | +30.9% | +72.6% | -41.7% | -10.9% |
| 10Y | +122.0% | +728.2% | -606.3% | -28.7% |
| All | +329.6% | +1,637.1% | -1,307.5% | -15.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling