+910.7%
NEE vs KKR
+1,664.4%
-753.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.3% | +0.8% |
| 7D | +1.1% | -0.6% | +1.7% | +1.2% |
| 30D | -0.2% | +3.0% | -3.3% | -0.8% |
| 3M | +0.5% | +13.6% | -13.1% | -1.9% |
| 6M | -6.5% | +16.2% | -22.7% | -9.4% |
| YTD | +6.7% | -16.6% | +23.3% | +8.9% |
| 1Y | +23.6% | -23.2% | +46.8% | +27.6% |
| 3Y | +37.1% | +71.7% | -34.6% | +17.4% |
| 5Y | +10.9% | +74.8% | -63.9% | -7.8% |
| 10Y | +245.4% | +711.6% | -466.2% | +116.1% |
| All | +910.7% | +1,664.4% | -753.7% | +421.6% |
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