-24.4%
NOW vs KKR
+35.6%
-59.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +4.0% | +3.6% |
| 7D | -5.6% | -1.3% | -4.3% | -4.9% |
| 30D | -26.8% | +9.3% | -36.1% | -31.0% |
| 3M | -19.4% | -9.8% | -9.6% | -15.3% |
| 6M | +12.3% | +1.0% | +11.3% | +9.6% |
| YTD | -32.9% | -21.1% | -11.8% | -25.3% |
| 1Y | -40.3% | -17.0% | -23.3% | -35.7% |
| 3Y | -19.1% | +60.6% | -79.7% | -47.9% |
| 5Y | -24.4% | +33.6% | -58.0% | -44.9% |
| All | -24.4% | +35.6% | -59.9% | -44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling