-31.3%
TER vs KKR
-0.1%
-31.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.9% | -6.3% | -5.4% |
| 7D | +14.4% | +1.6% | +12.7% | +14.3% |
| 30D | -30.6% | +14.5% | -45.1% | -31.0% |
| 3M | -39.2% | -15.0% | -24.2% | -36.8% |
| 6M | -31.3% | +1.0% | -32.3% | -32.3% |
| All | -31.3% | -0.1% | -31.2% | -32.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling