+292.2%
TER vs KKR
+67.4%
+224.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.6% | +4.7% | +3.8% |
| 7D | +12.4% | -2.2% | +14.6% | +13.3% |
| 30D | +5.1% | +0.3% | +4.9% | +4.3% |
| 3M | +4.0% | +8.8% | -4.9% | -1.3% |
| 6M | +29.5% | +14.9% | +14.6% | +19.3% |
| YTD | +98.5% | -17.9% | +116.3% | +113.5% |
| 1Y | +234.1% | -23.7% | +257.8% | +271.0% |
| All | +292.2% | +67.4% | +224.8% | +173.6% |
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