+309.5%
T vs KKR
+1,637.1%
-1,327.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.2% | -1.5% |
| 7D | -3.1% | -2.2% | -0.9% | -2.7% |
| 30D | +4.6% | +0.3% | +4.3% | +4.4% |
| 3M | +12.2% | +8.8% | +3.4% | +10.4% |
| 6M | -6.5% | +14.9% | -21.4% | -9.1% |
| YTD | +4.9% | -17.9% | +22.8% | +7.3% |
| 1Y | -10.5% | -23.7% | +13.2% | -7.5% |
| 3Y | +104.6% | +69.1% | +35.5% | +75.4% |
| 5Y | +64.2% | +72.6% | -8.3% | +35.6% |
| 10Y | +68.4% | +728.2% | -659.8% | -0.1% |
| All | +309.5% | +1,637.1% | -1,327.6% | +97.8% |
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