+138.6%
NOK vs KKR
+710.9%
-572.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.2% | +4.6% | +4.7% |
| 7D | +11.0% | -6.2% | +17.1% | +13.2% |
| 30D | +7.8% | -8.9% | +16.7% | +10.9% |
| 3M | -21.0% | +6.3% | -27.3% | -22.8% |
| 6M | +40.9% | +16.5% | +24.4% | +32.7% |
| YTD | +72.0% | -20.3% | +92.3% | +81.7% |
| 1Y | +140.9% | -29.8% | +170.7% | +163.8% |
| 3Y | +194.3% | +63.2% | +131.1% | +118.8% |
| 5Y | +112.5% | +68.0% | +44.6% | +50.7% |
| All | +138.6% | +710.9% | -572.3% | -15.2% |
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