+6.6%
ON vs KKR
+59.0%
-52.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.5% | -4.1% |
| 7D | +12.2% | +1.6% | +10.6% | +11.2% |
| 30D | -3.1% | +14.5% | -17.7% | -10.3% |
| 3M | -12.9% | -15.0% | +2.1% | -5.4% |
| 6M | -38.6% | +1.0% | -39.6% | -39.6% |
| YTD | +31.2% | -22.6% | +53.9% | +47.9% |
| 1Y | +47.6% | -18.2% | +65.9% | +60.0% |
| 3Y | +6.6% | +56.4% | -49.8% | -22.4% |
| All | +6.6% | +59.0% | -52.4% | -22.4% |
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