+211.9%
TER vs KKR
+66.4%
+145.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.1% | -0.4% | -1.8% |
| 7D | +9.4% | -8.1% | +17.5% | +14.4% |
| 30D | -2.4% | -9.1% | +6.7% | +2.2% |
| 3M | +6.5% | +6.4% | +0.2% | +1.5% |
| 6M | +23.2% | +12.6% | +10.6% | +13.1% |
| YTD | +91.5% | -20.4% | +111.9% | +111.4% |
| 1Y | +214.8% | -27.1% | +241.9% | +262.8% |
| 3Y | +275.3% | +63.8% | +211.5% | +142.4% |
| 5Y | +211.9% | +67.6% | +144.3% | +84.9% |
| All | +211.9% | +66.4% | +145.5% | +84.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling