+201.0%
NEM vs KKR
+1,637.1%
-1,436.0%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.8% | +1.5% |
| 7D | +3.1% | -2.2% | +5.2% | +3.3% |
| 30D | +10.0% | +0.3% | +9.7% | +9.9% |
| 3M | +30.9% | +8.8% | +22.1% | +29.3% |
| 6M | +10.5% | +14.9% | -4.4% | +8.3% |
| YTD | +29.7% | -17.9% | +47.6% | +32.1% |
| 1Y | +71.1% | -23.7% | +94.8% | +75.4% |
| 3Y | +252.1% | +69.1% | +183.0% | +220.8% |
| 5Y | +157.7% | +72.6% | +85.2% | +129.4% |
| 10Y | +319.4% | +728.2% | -408.9% | +196.0% |
| All | +201.0% | +1,637.1% | -1,436.0% | +85.5% |
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