+30.9%
TLT vs KKR
+1,664.4%
-1,633.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.8% | -0.2% |
| 7D | +0.4% | -0.6% | +1.0% | +0.4% |
| 30D | -0.3% | +3.0% | -3.3% | 0.0% |
| 3M | -1.7% | +13.6% | -15.4% | -0.6% |
| 6M | -4.9% | +16.2% | -21.1% | -3.6% |
| YTD | -2.8% | -16.6% | +13.8% | -3.9% |
| 1Y | -4.2% | -23.2% | +19.0% | -5.8% |
| 3Y | -1.1% | +71.7% | -72.8% | +6.3% |
| 5Y | -33.7% | +74.8% | -108.5% | -27.7% |
| 10Y | -20.7% | +711.6% | -732.2% | +14.7% |
| All | +30.9% | +1,664.4% | -1,633.5% | +141.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling