+780.0%
NOW vs KKR
+709.2%
+70.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +1.7% |
| 7D | -9.9% | -8.1% | -1.8% | -5.7% |
| 30D | +2.8% | -9.1% | +11.9% | +8.3% |
| 3M | +23.7% | +6.4% | +17.3% | +18.9% |
| 6M | +12.5% | +12.6% | -0.1% | +5.0% |
| YTD | -14.4% | -20.4% | +6.0% | -4.9% |
| 1Y | -29.0% | -27.1% | -1.9% | -18.1% |
| 3Y | +9.3% | +63.8% | -54.5% | -23.5% |
| 5Y | +1.2% | +67.6% | -66.4% | -31.8% |
| All | +780.0% | +709.2% | +70.8% | +195.0% |
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