+43.2%
TER vs KKR
-12.5%
+55.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +5.6% | -12.4% | -7.8% |
| 7D | -19.9% | +8.9% | -28.8% | -21.4% |
| 30D | -43.5% | +12.7% | -56.2% | -45.1% |
| 3M | -37.8% | -6.2% | -31.6% | -36.7% |
| 6M | -25.6% | -1.5% | -24.0% | -25.6% |
| YTD | +29.8% | -20.1% | +49.9% | +35.2% |
| 1Y | +43.2% | -13.7% | +56.9% | +42.0% |
| All | +43.2% | -12.5% | +55.6% | +42.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling