+1,988.6%
NOW vs KKR
+1,133.9%
+854.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +4.0% | +3.6% |
| 7D | -5.6% | -1.3% | -4.3% | -5.0% |
| 30D | -26.8% | +9.3% | -36.1% | -30.6% |
| 3M | -19.4% | -9.8% | -9.6% | -15.7% |
| 6M | +12.3% | +1.0% | +11.3% | +9.9% |
| YTD | -32.9% | -21.1% | -11.8% | -26.1% |
| 1Y | -40.3% | -17.0% | -23.3% | -36.2% |
| 3Y | -19.1% | +60.6% | -79.7% | -41.7% |
| 5Y | -24.4% | +33.6% | -58.0% | -41.8% |
| 10Y | +521.8% | +687.0% | -165.2% | +97.7% |
| All | +1,988.6% | +1,133.9% | +854.7% | +540.5% |
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