+1,449.6%
NET vs KKR
+304.2%
+1,145.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.1% | -0.8% |
| 7D | -7.0% | -0.9% | -6.1% | -6.4% |
| 30D | -4.8% | +2.2% | -7.0% | -6.0% |
| 3M | +3.8% | +13.1% | -9.2% | -4.6% |
| 6M | +50.0% | +15.3% | +34.8% | +34.1% |
| YTD | +41.5% | -15.0% | +56.5% | +51.6% |
| 1Y | +32.8% | -21.0% | +53.8% | +47.6% |
| 3Y | +335.9% | +76.7% | +259.2% | +167.0% |
| 5Y | +113.8% | +74.3% | +39.5% | +31.4% |
| All | +1,449.6% | +304.2% | +1,145.4% | +682.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling