+1,381.0%
NET vs KKR
+280.2%
+1,100.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.6% | -8.1% | -5.9% |
| 7D | -16.4% | +8.9% | -25.3% | -21.0% |
| 30D | -25.8% | +12.7% | -38.5% | -31.5% |
| 3M | -11.5% | -6.2% | -5.4% | -8.9% |
| 6M | +18.9% | -1.5% | +20.5% | +16.9% |
| YTD | +35.2% | -20.1% | +55.3% | +49.0% |
| 1Y | +14.5% | -13.7% | +28.2% | +19.5% |
| 3Y | +313.8% | +69.3% | +244.6% | +156.6% |
| 5Y | +32.6% | +30.3% | +2.2% | -10.3% |
| All | +1,381.0% | +280.2% | +1,100.8% | +668.4% |
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