+2,548.1%
TER vs KKR
+1,536.3%
+1,011.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.9% | -6.3% | -5.9% |
| 7D | +14.4% | +1.6% | +12.7% | +13.3% |
| 30D | -30.6% | +14.5% | -45.1% | -36.0% |
| 3M | -39.2% | -15.0% | -24.2% | -34.7% |
| 6M | -31.3% | +1.0% | -32.3% | -33.4% |
| YTD | +29.1% | -22.6% | +51.7% | +42.3% |
| 1Y | +47.4% | -18.2% | +65.6% | +57.4% |
| 3Y | +191.2% | +56.4% | +134.8% | +106.0% |
| 5Y | +74.0% | +29.6% | +44.4% | +32.3% |
| 10Y | +1,005.1% | +671.3% | +333.8% | +222.5% |
| All | +2,548.1% | +1,536.3% | +1,011.8% | +372.6% |
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 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