-16.0%
TEAM vs KKR
+62.5%
-78.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -5.2% | -6.2% | +1.0% | -2.0% |
| 30D | +15.8% | -8.9% | +24.6% | +21.7% |
| 3M | +101.5% | +6.3% | +95.2% | +94.2% |
| 6M | +138.2% | +16.5% | +121.7% | +118.0% |
| YTD | +10.8% | -20.3% | +31.1% | +23.1% |
| 1Y | +1.7% | -29.8% | +31.5% | +20.3% |
| 3Y | -16.0% | +63.2% | -79.2% | -40.9% |
| All | -16.0% | +62.5% | -78.6% | -40.9% |
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