+3,688.6%
TER vs KKR
+1,697.8%
+1,990.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.8% | +7.3% | +6.5% |
| 7D | +0.6% | -0.9% | +1.5% | +1.0% |
| 30D | -8.3% | +2.2% | -10.4% | -9.9% |
| 3M | -12.2% | +13.1% | -25.3% | -18.8% |
| 6M | +17.1% | +15.3% | +1.8% | +6.7% |
| YTD | +84.7% | -15.0% | +99.7% | +95.9% |
| 1Y | +199.9% | -21.0% | +220.9% | +228.5% |
| 3Y | +232.8% | +76.7% | +156.0% | +121.9% |
| 5Y | +198.6% | +74.3% | +124.2% | +95.0% |
| 10Y | +1,669.7% | +753.7% | +916.0% | +394.3% |
| All | +3,688.6% | +1,697.8% | +1,990.8% | +550.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling