+11.8%
NOW vs KKR
+75.8%
-64.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.9% | -3.1% | -4.1% |
| 7D | -6.1% | -0.6% | -5.4% | -5.7% |
| 30D | +7.5% | +3.0% | +4.4% | +6.0% |
| 3M | +17.5% | +13.6% | +3.9% | +10.1% |
| 6M | +7.9% | +16.2% | -8.3% | +0.4% |
| YTD | -12.4% | -16.6% | +4.2% | -5.8% |
| 1Y | -28.6% | -23.2% | -5.3% | -20.7% |
| 3Y | +11.8% | +71.7% | -59.9% | -14.7% |
| All | +11.8% | +75.8% | -64.0% | -14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling