+11.3%
NEE vs KKR
+64.7%
-53.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -1.3% | -6.2% | +4.8% | -0.5% |
| 30D | -3.3% | -8.9% | +5.5% | -2.2% |
| 3M | -2.3% | +6.3% | -8.5% | -3.3% |
| 6M | -8.9% | +16.5% | -25.3% | -11.2% |
| YTD | +4.8% | -20.3% | +25.0% | +7.5% |
| 1Y | +18.7% | -29.8% | +48.5% | +24.0% |
| 3Y | +33.2% | +63.2% | -29.9% | +11.4% |
| All | +11.3% | +64.7% | -53.4% | -10.5% |
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 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