-28.3%
ON vs KKR
+62.2%
-90.5%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | +0.6% |
| 7D | -4.7% | -8.1% | +3.4% | -0.2% |
| 30D | -13.5% | -9.1% | -4.4% | -9.1% |
| 3M | -36.3% | +6.4% | -42.7% | -38.7% |
| 6M | +17.8% | +12.6% | +5.2% | +8.1% |
| YTD | +29.6% | -20.4% | +50.0% | +44.4% |
| 1Y | +45.8% | -27.1% | +72.9% | +70.0% |
| All | -28.3% | +62.2% | -90.5% | -49.4% |
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