+265.2%
T vs KKR
+1,536.3%
-1,271.1%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.1% |
| 7D | +2.5% | +1.6% | +0.9% | +2.3% |
| 30D | -3.8% | +14.5% | -18.3% | -5.9% |
| 3M | -8.7% | -15.0% | +6.2% | -6.5% |
| 6M | -8.1% | +1.0% | -9.1% | -8.7% |
| YTD | -6.4% | -22.6% | +16.2% | -3.5% |
| 1Y | -9.8% | -18.2% | +8.5% | -7.9% |
| 3Y | +65.5% | +56.4% | +9.1% | +43.8% |
| 5Y | +57.0% | +29.6% | +27.4% | +37.6% |
| 10Y | +60.8% | +671.3% | -610.5% | -3.6% |
| All | +265.2% | +1,536.3% | -1,271.1% | +77.8% |
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