+1,945.9%
NOW vs KKR
+1,098.8%
+847.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.8% | +0.8% | -0.6% |
| 7D | -1.7% | -1.1% | -0.5% | -1.2% |
| 30D | -27.4% | +11.5% | -38.9% | -31.9% |
| 3M | -19.4% | -12.4% | -7.1% | -14.5% |
| 6M | +13.1% | -1.9% | +15.0% | +12.3% |
| YTD | -34.3% | -23.3% | -11.0% | -26.6% |
| 1Y | -41.8% | -20.4% | -21.3% | -36.3% |
| 3Y | -20.7% | +56.1% | -76.8% | -42.1% |
| 5Y | -27.2% | +28.4% | -55.6% | -42.9% |
| 10Y | +509.1% | +664.6% | -155.5% | +96.5% |
| All | +1,945.9% | +1,098.8% | +847.2% | +536.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling