+70.3%
T vs KKR
+710.9%
-640.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +2.0% |
| 7D | +1.5% | -6.2% | +7.7% | +2.5% |
| 30D | +7.5% | -8.9% | +16.3% | +9.0% |
| 3M | +14.8% | +6.3% | +8.6% | +13.4% |
| 6M | -1.7% | +16.5% | -18.2% | -4.8% |
| YTD | +8.7% | -20.3% | +28.9% | +12.0% |
| 1Y | -7.5% | -29.8% | +22.3% | -2.7% |
| 3Y | +110.2% | +63.2% | +47.1% | +76.5% |
| 5Y | +71.6% | +68.0% | +3.7% | +37.1% |
| All | +70.3% | +710.9% | -640.6% | -2.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling