+909.4%
ON vs KKR
+1,536.3%
-626.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.5% | -4.2% |
| 7D | +12.2% | +1.6% | +10.6% | +11.0% |
| 30D | -3.1% | +14.5% | -17.7% | -11.7% |
| 3M | -12.9% | -15.0% | +2.1% | -4.3% |
| 6M | -38.6% | +1.0% | -39.6% | -39.8% |
| YTD | +31.2% | -22.6% | +53.9% | +48.7% |
| 1Y | +47.6% | -18.2% | +65.9% | +60.7% |
| 3Y | +6.6% | +56.4% | -49.8% | -28.1% |
| 5Y | +21.3% | +29.6% | -8.3% | -8.7% |
| 10Y | +533.3% | +671.3% | -138.0% | +72.0% |
| All | +909.4% | +1,536.3% | -626.9% | +88.1% |
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